Julianne F. Andrews
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Julianne Fairchild Andrews, AIF®, CFP®, who also goes by Julie Andrews, Julianne Lois Fairchild, was a registered financial professional .
Julianne is a previously registered financial professional and started their career in finance in 1988. Julianne had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1991
Experience
February 3, 2021 - April 29, 2022
MERCER GLOBAL ADVISORS INC.
January 11, 2019 - May 12, 2021
ATLANTA FINANCIAL ASSOCIATES, LLC
August 28, 2018 - December 31, 2019
PURSHE KAPLAN STERLING INVESTMENTS
August 19, 2009 - August 27, 2018
COMMONWEALTH FINANCIAL NETWORK
August 14, 2009 - August 27, 2018
COMMONWEALTH FINANCIAL NETWORK
February 28, 2005 - December 31, 2018
ATLANTA FINANCIAL ASSOCIATES, LLC
October 13, 1999 - August 18, 2009
FSC SECURITIES CORPORATION
June 20, 1995 - May 15, 1996
GUARDIAN INVESTOR SERVICES LLC
July 7, 1992 - August 18, 2009
FSC SECURITIES CORPORATION
October 6, 1989 - July 9, 1992
GUARDIAN INVESTOR SERVICES LLC
December 20, 1988 - October 17, 1989
OGILVIE SECURITY ADVISORS CORPORATION
Primary Firm SEC Registration
MERCER GLOBAL ADVISORS INC.
CRD#: 147363 / SEC#: 801-69271
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MERCER GLOBAL ADVISORS INC.
CRD#: 147363 / SEC#: 801-69271
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 99,044 |
| AUM (Assets Under Management) | $ 60,256,270,580 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/29/2025 | ||
| 07/31/2024 | ||
| 09/28/2023 | ||
| 12/07/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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