Cornerstone Wealth Management Group

Cornerstone Wealth Management Group (CRD# 313269) is a financial advisory firm headquartered in Greeneville, TN. They manage $190,571,907 in 1,275 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
517 N. Main Street, Suite A, Greeneville, TN 37745
https://www.linkedin/in/brianclick
By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    1,275
    ACCOUNTS
  • Average Account Value
    $149,468
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, TN

Financial Advisors at Cornerstone Wealth Management Group
Showing 1 - 4 of 4 top financial advisors.
1
Brian Click, financial advisor Greeneville TN
Brian J. Click
CRD#: 3242951
517 N. Main Street, Suite A, Greeneville, TN 37745

Brian Click (CRD# 3242951) is an Investment Advisor Representative working at Cornerstone Wealth Management Group in Greeneville, TN and has over 24 years of experience in the finance industry.

2
George Scott, financial advisor Greeneville TN
George R. Scott
CRD#: 6899431
517 N. Main Street, Suite A, Greeneville, TN 37745

George Scott (CRD# 6899431) is an Investment Advisor Representative working at Cornerstone Wealth Management Group in Greeneville, TN and has over 6 years of experience in the finance industry.

3
Andrew Julian, financial advisor Greeneville TN
Andrew L. Julian
CRD#: 6590263
517 N. Main Street, Suite A, Greeneville, TN 37745

Andrew Julian (CRD# 6590263) is an Investment Advisor Representative working at Cornerstone Wealth Management Group in Greeneville, TN and has over 7 years of experience in the finance industry.

4
Alan Rader, financial advisor Greeneville TN
Alan R. Rader
CRD#: 7791563
517 N. Main Street, Suite A, Greeneville, TN 37745

Alan Rader (CRD# 7791563) is an Investment Advisor Representative working at Cornerstone Wealth Management Group in Greeneville, TN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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