TJ Tuan Le

TJ Tuan Le

Assistant Vice President, Financial Consultant

TJ is an Assistant Vice President for TruMark Financial Investor Services and Financial Consultant with LPL Financial. TJ focuses on developing, implementing, and monitoring financial strategies.

Through a wide variety of products and services, TJ provides customized strategies designed to meet the needs of TruMark Financial members. Exceeding his clients’ expectations at every turn, his goal is to help you create wealth through planning. TJ provides a comprehensive view of financial areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.

TJ joined TruMark Financial Investor Services in May 2013, and has over 19 years of experience in the financial services industry.

He earned a Bachelor’s degree in Economics from Pennsylvania State University. He holds a Series 7 General Securities registration, Series 65 and 63 registrations, Series 24 General Securities Principal registration through LPL Financial and Life, Accident, and Health Insurance Licenses. TJ is Securities Licensed in DE, FL, NJ, and PA.

Financial planning offered through LPL Financial, a registered investment advisor.