Janel
Colepaugh
Truist Advisory Services, Inc
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About this Advisor
Janel Colepaugh is a financial advisor based in Louisville, Kentucky, working with Truist Advisory Services, Inc. Janel has previously held positions at Truist Investment Services, Alas Language Tutoring, Instituto Alberto Einstein, The Rawlings Company, Havana Rumba, and Planet Hollywood International, Inc Or Buca Di Beppo. Janel has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Janel is part of Truist Advisory Services, Inc, which operates out of Louisville, Kentucky. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$61,369,856,545
2,105
124,201
$494,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Janel Colepaugh Work History
Truist Investment Services
Alas Language Tutoring
Havana Rumba
Instituto Alberto Einstein
Havana Rumba
The Rawlings Company
Planet Hollywood International, Inc Or Buca Di Beppo
Disclosures
Please visit the SEC profile of Janel Colepaugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truist Advisory Services, Inc
Charlotte, NC
Nashville, TN
Greenville, SC
Key Biscayne, FL
Atlanta, GA
Winston Salem, NC
Sterling, VA
Memphis, TN
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