Julie
Weekley

Kestra Advisory Services, LLC

CRD#2597438
Investment Advisor
in Austin, TX
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About this Advisor

Julie Weekley is a certified financial planner in Austin, Texas. Currently a registered advisor at Kestra Advisory Services, LLC, Weekley has 17 years of practice in the financial advisory industry. Weekley has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Weekley is able to advise clients in Ohio. Over the course of their career, Weekley has held roles at Kestra Investment Services, LLC, Linsco Private Ledger Corp and National Planning Corporation. Kestra Advisory Services, LLC is headquartered in Austin, Texas, and operates out of 513 locations across the country. In total, Kestra Advisory Services, LLC oversees $20 billion in assets throughout 75,277 client accounts and employs more than 1,231 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 12% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Kestra Advisory Services, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

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

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

TX Average: $3,042,739,679
Total Number of Employees

1,231

TX Average: 49
Total Number of Accounts

75,277

TX Average: 2,315
Average Account Size

$271,236

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Julie Weekley Work History

Julie has 17 years of experience.

2016 - Present (3 years)

Kestra Investment Services, LLC

2013 - 2016 (3 years)

National Planning Corporation

2001 - 2013 (12 years)

Linsco Private Ledger Corp

Disclosures

Julie Weekley has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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