Lejo Abraham, financial advisor Houston TX

Lejo Abraham

CRD Number: 4575703
Current Firm: Ameriprise Financial Services, LLC

Lejo Abraham (CRD# 4575703) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Houston, TX and has over 16 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Ameriprise Financial Services, LLC Houston, TX Nov 2023 - Current < 1
Ameriprise Financial Services, LLC Houston, TX Aug 2023 - Current < 1
Comerica Securities, Inc. Houston, TX May 2018 - Current 5
Unemployed Houston, TX May 2017 - Apr 2018 < 1
Allstate Financial Advisors, LLC Houston, TX Feb 2017 - May 2017 < 1
Allstate Insurance Co Pearland, TX Jan 2017 - May 2017 < 1
All State Financial Services, LLC Houston, TX Jan 2017 - May 2017 < 1
Lincoln Financial Advisors Corporation Houston, TX Jul 2016 - Jan 2017 < 1
Unemployed Houston, TX Apr 2016 - Jun 2016 < 1
Jpmorgan Securities LLC Houston, TX Feb 2016 - Mar 2016 < 1
Wells Fargo Advisors Houston, TX Jun 2012 - Feb 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S66 NASAA Uniform Combined State Law Examination Aug 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lejo Abraham
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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