Justin Truell (CRD# 7694220) is an Investment Advisor Representative working at Truell Financial LLC in Bloomington, IN and has 1 year of experience in the finance industry.
CRD# 4737760
Edward Jones
CRD# 5480934
J. W. Cole Advisors, Inc.
CRD# 4059124
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truell Financial LLC | Bloomington, IN | Feb 2023 - Current | 1 |
| Go Express Travel | Bloomington, IN | Jul 2022 - Current | 1 |
| Bloomington Transit | Bloomington, IN | Jun 2021 - Jul 2022 | 1 |
| Lighthouse Christian Academy | Bloomington, IN | Aug 2021 - Dec 2021 | < 1 |
| Cedars Christian School | Bloomington, IN | Aug 2020 - May 2021 | < 1 |
| Unemployed | Bloomington, IN | Mar 2020 - Jul 2020 | < 1 |
| Fedex Offices | Bloomington, IN | Oct 2019 - Feb 2020 | < 1 |
| Indiana University | Bloomington, IN | Aug 2016 - Jul 2019 | 2 |
| Wheaton College | Wheaton, IL | Feb 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- IN
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$953,264
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN
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