Colleen Cowan
Colleen Cowan is a registered investment advisor at Truist Advisory Services, INC., based in Miramar, FL, with 24 years of industry experience. Colleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
14425 Miramar Pkwy, Miramar, FL, 33027
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Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Colleen is the owner and president of Campus Treasure Hunts, LLC, which creates observational treasure hunts on college campuses and for private parties. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Union Planters Investment Advisors, INC.
Pfic Securities CorporationBroker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations10 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.