Carrie Lujan is a registered investment advisor, based in The Woodlands, TX, with 13 years of industry experience.
Location
1070 Evergreen Cir, Ste 100, The Woodlands, TX, 77380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Carrie operates her LPL business under the name Trustmark Financial Services and has a financial institution duty with Trustmark National Bank. Carrie also owns MCL Rentals, a real estate rental business, since 2009, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.