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Janice Sue Peebles

ARGI INVESTMENT SERVICES, LLC·LOUISVILLE, Kentucky
Unclaimed Profile
2201 HIGH WICKHAM PLACE, LOUISVILLE, KY 40245CRD# 4572619Firm CRD# 151916
01

About

Janice Sue Peebles is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with ARGI INVESTMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CERITY PARTNERS OCIO LLC
CERITY PARTNERS OCIO LLC
AUM
$15.0B
Regulatory assets under management
Employees
54
Total firm employees
View all advisors at CERITY PARTNERS OCIO LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4572619
Firm CRD# 151916
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Janice Sue Peebles offer?
Janice Sue Peebles specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Janice Sue Peebles's credentials?
Janice Sue Peebles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janice Sue Peebles located?
Janice Sue Peebles is based in LOUISVILLE, Kentucky, working with ARGI INVESTMENT SERVICES, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Janice Sue Peebles charge for services?
Janice Sue Peebles's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARGI INVESTMENT SERVICES, LLC?
ARGI INVESTMENT SERVICES, LLC has approximately 54 employees and manages $15.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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