Andrew L. Julian

CORNERSTONE WEALTH MANAGEMENT GROUP

Greeneville, TN 37745

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CRD#: 6590263

Professional summary

Andrew Lawson Julian, CFP®, who also goes by Andrew Julian, is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT GROUP located in Greeneville, Tennessee.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Andrew has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Julian

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) ANDREW JULIAN, 404 E BERNARD AVE, GREENEVILLE, TN, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,11/23/20, INV REL, 20 HR/YR- 1/TRADING HR 2) CORNERSTONE WEALTH MANAGEMENT GROUP, 404 E BERNARD AVE, STE A, GREENEVILLE, TN, DBA FINANCIAL ADVISOR, 01/06/21, INV REL, 40 HR/WK- 30/TRADING HR. 3) CORNERSTONE WEALTH, LLC, 404 E BERNAD AVE, STE A, GREENEVILLE, TN, IAR, 06/14/21 ADV REP OF A REGISTERED INV ADVISOR, INV REL, 40 HR/WK- 40/TRADING HR. 4) ANDREW JULIAN; INDEPENDENT INSURANCE AGENT ; INVESTMENT RELATED: NO; 37745; LIFE &AMP; HEALTH INSURANCE LICENSED ; INSURANCE PLANNING; 2020-11-13; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 10; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 2;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Lawson Julian's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

June 17, 2021 - Present

CORNERSTONE WEALTH MANAGEMENT GROUP

Office #1: 517 N. Main Street Suite A, Greeneville, TN 37745

RIA

CRD#: 313269

Greeneville, TN

Past

January 12, 2021 - October 13, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Greeneville, TN

Past

November 23, 2020 - October 13, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Greeneville, TN

Past

September 17, 2016 - December 2, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

JOHNSON CITY, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORNERSTONE WEALTH MANAGEMENT GROUP

CORNERSTONE WEALTH MANAGEMENT GROUP | CORNERSTONE WEALTH, LLC

CRD#: 313269 / SEC#: 801-123282

RIA

Registered Investment Advisory firm - (3/1/2022 Approved)

Tennessee

Registered Investment Advisory firm - (5/3/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(6/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/3/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/2016

General Securities Representative Examination

Current Firm

CORNERSTONE WEALTH MANAGEMENT GROUP

CORNERSTONE WEALTH MANAGEMENT GROUP | CORNERSTONE WEALTH, LLC

CRD#: 313269 / SEC#: 801-123282

RIA

Registered Investment Advisory firm - (3/1/2022 Approved)

Tennessee

Registered Investment Advisory firm - (5/3/2022 Terminated)

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Contact information

Main Address

517 N. Main Street Suite A, Greeneville, TN 37745

Mailing Address

Phone number

(423) 588-7151

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE - CORNERSTONE WEALTH, LLC (4/2/2025)

ADV PART 2A- CORNERSTONE WEALTH, LLC (4/2/2025)

Regulatory assets under management

Total Number of Accounts	1,421
AUM (Assets Under Management)	$ 244,463,449

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrew L. Julian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Lawson Julian's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE WEALTH MANAGEMENT GROUP

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

CORNERSTONE WEALTH MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 10/3/2016

SIE

Date: 10/1/2018

Series 7

Date: 9/17/2016

Current Firm

CORNERSTONE WEALTH MANAGEMENT GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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