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Julie Weekley

Kestra Advisory Services, LLC
31 Years of Experience
Austin, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Julie Weekley is a registered investment advisor at Kestra Advisory Services, LLC, based in Austin, TX, with 31 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

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

Location

1250 Capital of Texas Hwy. S., Building 2, Suite 125, Austin, TX, 78746

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History

Regulatory History (1)
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Judgment / Lien
August 2025
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Julie is an insurance agent since 1994, soliciting and servicing life insurance and annuity products, dedicating minimal time to this activity. She is also an Investment Advisor Representative and President/Owner of Moyer Financial LTD/Group, spending nearly full-time hours on these investment-related activities.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
August 2016 - Present · 10 yrs 2 mos
Kestra Advisory Services, LLC
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
NFP Advisor Services, LLC
August 2016 - September 2016 · 1 mo
National Planning CorporationBroker
December 2013 - August 2016 · 2 yrs 8 mos
National Planning Corporation ("npc of America" in Fl & Ny)
December 2013 - August 2016 · 2 yrs 8 mos
Moyer Financial Asset Management Group
August 2006 - December 2008 · 2 yrs 4 mos
LPL Financial LLC
March 2001 - December 2013 · 12 yrs 9 mos
LPL Financial LLCBroker
February 2001 - December 2013 · 12 yrs 10 mos
The O.N. Equity Sales CompanyBroker
June 1998 - February 2001 · 2 yrs 8 mos
MML Investors Services, INC.Broker
March 1995 - May 1998 · 3 yrs 2 mos
State Registrations12 states
CACOFLILNCNJNYOHOKPASCVA
AdvisorBrokerBoth

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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Julie Weekley - Financial Advisor | TrueAdvisor