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AJ
CFP
AJ
CFP

Andrew Julian

Private Advisor Group, LLC
10 Years of Experience
Johnson City, TN
Sells Insurance
View SEC Summary
View SEC Summary

Andrew Julian is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Johnson City, TN, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

323 West Walnut St, Ste 201, Johnson City, TN, 37604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is an independent insurance agent for various companies since 2020, dedicating minimal time. He also works as a financial advisor and IAR for Cornerstone Wealth Management Group and Cornerstone Wealth, LLC, respectively, dedicating full-time hours to each.

Employment History
Current Registrations
Private Advisor Group, LLC
January 2026 - Present · 9 mos
Previous Registrations
Cornerstone Wealth Management Group
June 2021 - January 2026 · 4 yrs 7 mos
Cambridge Investment Research Advisors, INC.
January 2021 - October 2021 · 9 mos
Cambridge Investment Research, INC.Broker
November 2020 - October 2021 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
September 2016 - December 2020 · 4 yrs 3 mos
State Registrations1 state
TN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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