Rijo Abraham Reji

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → Present
  Lpl Financial Llc
  King Of Prussia, PA
• 12/2022 → Present
  American Heritage Credit Union
  King Of Prussia, PA
• 03/2018 → 12/2022
  American Heritage Credit Union
  Lansdale, PA
• 01/2016 → 02/2018
  Cvs Pharmacy
  Horsham, PA

Other Businesses

1) 07/17/2024 - American Heritage Investment & Retirement Center - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2025-08-11

Other Names

• Rijo Reji