Joseph William Moyer

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2016 → Present
  Kestra Investment Services, Llc
  Columbus, OH
• 08/2016 → Present
  Kestra Advisory Services, Llc
  Columbus, OH

Previous Registrations

• 2013-12-09 → 2016-08-26
  National Planning Corporation
  Columbus, OH
• 2001-03-02 → 2013-12-18
  Lpl Financial Llc
  Worthington, OH
  Columbus, OH
• 2006-08-21 → 2008-12-22
  Moyer Financial Asset Management Group
  Worthington, OH

Other Businesses

Business Name: Joseph W. Moyer Investment Related: No Address: 469 Delegate Drive Columbus OH 43235 Nature of Business: Insurance Position, Title or Relationship: Agent Start Date: 9/18/1980 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Solicit and service existing life insurance and annuity products. Business Name: Kestra Advisory Services Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 8/16/2016 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Offer Financial planning services for client, prepare a plan for their investments Business Name: Moyer Financial LTD DBA Moyer Financial Group Investment Related: Yes Address: 469 Delegate Drive Columbus OH 43235 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Secretary/Owner Start Date: 9/18/1980 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Registered Representative

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-02
• S63 Uniform Securities Agent State Law Examination
  1992-07-23