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Andrew Lawson Julian

Cornerstone Wealth Management Group

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About Andrew Lawson Julian

Andrew Julian is a financial advisor at Cornerstone Wealth Management Group. Andrew has been in the financial industry since 2016 and has a Series 7 and Series 63 license. Andrew is also a Certified Financial Planner. Cornerstone Wealth Management Group is a registered investment advisor with over $190 million in assets under management. The firm provides financial planning, portfolio management for individuals, and educational seminars. Andrew has experience working with a variety of clients, including individuals, families, and businesses.

Firm Information

Andrew Julian is currently registered with Cornerstone Wealth Management Group. Cornerstone Wealth Management Group is a financial advisory firm based in Greeneville, TN. With over 190 million in regulatory assets under management, the firm provides financial planning, portfolio management for individuals, and educational seminars. They serve a variety of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cornerstone Wealth Management Group is registered with the SEC and has a wrap fee program.
Cornerstone Wealth Management Group

517 N. MAIN STREET

GREENEVILLE, TN 37745

$190.57M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Julian’s Registration & Firm History

TN

06/17/2021 - Present

Cornerstone Wealth Management Group (GREENEVILLE TN)

TN

11/23/2020 - 10/13/2021

CAMBRIDGE INVESTMENT RESEARCH, INC. (Greeneville TN)

TN

09/17/2016 - 12/02/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JOHNSON CITY TN)

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Licenses & Designations

BC

Issued 10/03/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Lawson Julian.
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