Carrie Lujan, financial advisor The Woodlands TX
90 score

Carrie Lujan

CRD Number: 5966104
Current Firm: Bbva Wealth Solutions Inc.

Carrie Lujan (CRD# 5966104) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in The Woodlands, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Wealth Solutions Inc. The Woodlands, TX Dec 2014 - Current 2
Bbva Securities Inc. The Woodlands, TX May 2013 - Current 3
Bbva Compass Insurance Agency, Inc. Austin, TX Feb 2011 - Current 5
Compass Bank The Woodlands, TX Sep 2010 - Current 6
Bbva Compass Investment Solutions Inc. Spring, TX Apr 2011 - May 2013 2
Bank Of America Conroe, TX Dec 2009 - Sep 2010 < 1
Unemployed Santa Fe, NM Oct 2007 - Dec 2009 2
Bank Of America Santa Fe, NM Sep 2006 - Oct 2007 1
Unemployed Santa Fe, NM Sep 2003 - Sep 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Carrie A. Lujan
Phone Number: 713-552-9277
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    361
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $393,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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