Julie Marie Cunningham

Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → Present
  Planning By Desgin Financial
  Plano, TX
• 08/2012 → 01/2017
  Self-Employed
  Tucson, AZ
• 03/2023 → Present
  Brookstone Wealth Advisors
  Wheaton, IL

Previous Registrations

• 2017-02-21 → 2023-03-13
  Cg Advisory Services
  Tucson, AZ
  Williamston, MI
  Plano, TX
  El Paso, TX
  Tucson, AZ
  Lucas, TX

Other Businesses

1) Planning by Design Financial, Investment Related, 101 E. Park Blvd. Suite 202 Plano, TX 75074, Books Contracts and training, Vice President, 11/2014, 15 HPM, 7 HPM During Trading Hour, Keep the books, contract new insurance agents, and help with product training. 2) Self-Employed, Non-Investment Related, 2280 Lucas Creek Dr. Lucas, TX 75002, Health and Life Insurance, 08/2012, 15, 7, Health and Life Insurance Agent

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-12

Other Names

• Julie Marie Melvin