Lejo Abraham
Investment adviser representative at Truist Advisory Services, Inc.
10 yearsExperience
2 statesRegistered in
$77.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Truist Advisory Services, Inc.May 2026 to now
- Truist Investment Services, IncMay 2026 to now
- Ameriprise Financial Services, LLCAug 2023 to May 2026
- Comerica Securities, Inc.May 2018 to Aug 2023
- UnemployedMay 2017 to Apr 2018
- Allstate Financial Advisors, LLCFeb 2017 to May 2017
- All State Financial Services, LLCJan 2017 to May 2017
- Allstate Insurance CoJan 2017 to May 2017
- Lincoln Financial Advisors CorporationJul 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4575703
- Firm CRD
- 283390