Carrie Ann Lujan

Current Employers

Employment History

• 05/2013 → 09/2016
  Bbva Securities Inc.
  The Woodlands, TX
• 12/2014 → 09/2016
  Bbva Wealth Solutions Inc.
  The Woodlands, TX
• 01/2017 → 11/2018
  Raymond James Financial Services, Inc
  The Woodlands, TX
• 09/2016 → 11/2018
  Woodforest National Bank
  The Woodlands, TX
• 02/2017 → 11/2018
  Raymond James Financial Services Advisors Inc.
  The Woodlands, TX
• 11/2018 → Present
  Trustmark Bank
  The Woodlands, TX
• 12/2018 → 09/2025
  Lpl Financial Llc
  Houston, TX
• 09/2025 → Present
  Raymond James Financial Services, Inc.
  The Woodlands, TX
• 09/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  The Woodlands, TX
• 11/2023 → Present
  Trustmark Financial Services
  The Woodlands, TX

Previous Registrations

• 2018-12-21 → 2025-09-11
  Lpl Financial Llc
  The Woodlands, TX
  Houston, TX
  Port Charlotte, FL
• 2017-02-02 → 2018-11-14
  Raymond James Financial Services Advisors, Inc
  The Woodlands, TX
• 2014-12-23 → 2016-09-13
  Pnc Managed Account Solutions, Inc.
  The Woodlands, TX

Other Businesses

(1)Trustmark Financial Services; not investment related; The Woodlands, TX; DBA/support company; Advisor; Started 11/2023; 0hrs/month; 0hrs/month during trading hours; Financial Advisor (2) Name of Business: Leadership Montgomery County Address: 505 w davis , Conroe, TX, 77301, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 06/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Finance Committee and Treasurer - no funds accessing or signing authority

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-16
• S63 Uniform Securities Agent State Law Examination
  2011-12-02

Other Names

• Carrie A Lujan
• Carrie Ann Creed
• Carrie A. Lujan