Carrie Lujan, financial advisor The Woodlands TX

Carrie Lujan

CRD Number: 5966104
Current Firm: Lpl Financial LLC

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.

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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
Contact Info for Carrie A. Lujan
Phone Number: 704-733-3300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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