TJ Tuan Le

Assistant Vice President, Senior Wealth Advisor

TJ is an Assistant Vice President for TruMark Financial Wealth Advisors and Senior Wealth Advisor with LPL Financial. TJ focuses on developing, implementing, and monitoring financial strategies.

TJ uses a wide variety of products and services to provide a customized strategies for clients. His mission is to provide a holistic approach to financial planning to help clients pursue their lifelong financial goals.  TJ provides a comprehensive view of financial services icluding retirement planning, estate preservation, educational planning, and wealth transfer strategies.  

TJ joined TruMark Financial Wealth Advisors in May 2013, and has over 20 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, GA, MA, NJ, NY and PA.

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