Joseph Moyer
Joseph Moyer is a registered investment advisor at Kestra Advisory Services, LLC, based in Worthington, OH, with 42 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Worthington, OH
Get directionsHistory
Regulatory History (8)
Judgment / Lien
August 2025Customer Dispute
March 2021Judgment / Lien
January 2021Customer Dispute
August 2020Judgment / Lien
August 2019Judgment / Lien
September 2018Customer Dispute
May 2009Customer Dispute
November 1994Other Business ActivitiesSells Insurance
Joseph is an insurance agent since 1980, soliciting and servicing life insurance and annuity products, dedicating about 10-20% of his time. He is also an Investment Advisor Representative and Secretary/Owner of Moyer Financial LTD/Group, spending nearly full-time on investment advisory and registered representative activities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Moyer Financial Asset Management Group
LPL Financial LLC
LPL Financial LLCBroker
The O.N. Equity Sales CompanyBroker
MML Investors Services, INC.Broker
Parsons Securities, INC.Broker
Transamerica Financial Resources, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations12 states
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.