Brian
Click
Cornerstone Wealth Management Group
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About this Advisor
Brian Click is a certified financial planner working out of Greeneville, Tennessee with 2 years of relevant experience. Click is an advisor for Cornerstone Wealth Management Group. Throughout their career, they have worked at Andrew Johnson Investment Svcs, Lpl Financial LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Cornerstone Wealth, LLC and Cornerstone Risk Management Group. Click has a Series 63 license, certifying them as a securities agent, and is able to advise clients in Tennessee. Cornerstone Wealth Management Group is an advisory business operating out of Greeneville, TN. It controls $155 million in assets across its 860 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 860 accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually depend on which service is provided. However, fee types charged by Cornerstone Wealth Management Group likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cornerstone Wealth Management Group Brokerage Details
$155,000,000
3
860
$180,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brian Click Work History
Brian has been registered as a financial advisor for 2 years.*
Cornerstone Risk Management Group
Cornerstone Wealth, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Lpl Financial LLC
Andrew Johnson Investment Svcs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Click to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cornerstone Wealth Management Group
Greeneville, TN
Greeneville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
