Lena Poma
Investment adviser representative at Truist Advisory Services, Inc.
7 yearsExperience
1 stateRegistered 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
7 years in the industry.
- Truist Advisory Services, Inc.Aug 2021 to now
- Truist Investment Services, Inc.Aug 2021 to now
- Ally Invest Securities LLCMay 2021 to Aug 2021
- LPL Financial LLCDec 2019 to Apr 2021
- UnemployedJun 2019 to Dec 2019
- MML Investors Services, LLCMar 2017 to Jun 2019
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Jun 2019
- Msi Financial Services, Inc.Jan 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 5015905
- Firm CRD
- 283390