Lejo Abraham
Lejo Abraham is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, with 16 years of industry experience. Lejo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2 Riverway Ste 1400, Houston, TX, 77056
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2022Other Business Activities
Lejo works for Comerica, dedicating about a quarter of his time, including 60 hours during trading hours. This activity is investment-related and started in November 2023.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Comerica Securities
Comerica SecuritiesBroker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.