Carrie Lujan (CRD# 5966104) is an Investment Advisor Representative working at Lpl Financial LLC in The Woodlands, TX and has over 12 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Houston, TX | Dec 2018 - Current | 5 |
Trustmark National Bank | Houston, TX | Nov 2018 - Current | 5 |
Raymond James Financial Services Advisors Inc. | The Woodlands, TX | Feb 2017 - Nov 2018 | 1 |
Raymond James Financial Services, Inc. | The Woodlands, TX | Jan 2017 - Nov 2018 | 1 |
Woodforest National Bank | The Woodlands, TX | Sep 2016 - Nov 2018 | 2 |
Bbva Wealth Solutions Inc. | The Woodlands, TX | Dec 2014 - Sep 2016 | 1 |
Bbva Securities Inc. | The Woodlands, TX | May 2013 - Sep 2016 | 3 |
Compass Bank | The Woodlands, TX | Sep 2010 - Sep 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2011 |
S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- TX
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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