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Carolyn Elizabeth Douglas

INTEGRA WEALTH ADVISORS, LLC·HOUSTON, Texas
Series 2, Series 65Clean record22 years registeredINTEGRA WEALTH ADVISORS, LLC
4900 WOODWAY DRIVE, HOUSTON, TX 77056CRD# 2404396Firm CRD# 156216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carolyn Elizabeth Douglas · HOUSTON, TX
Registration
CRD #2404396 · INTEGRA WEALTH ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

INTEGRA WEALTH ADVISORS, LLC
Nov 2011 – present
LINSCOMB & WILLIAMS
Jan 2004 – Nov 2011
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · January 6, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTEGRA WEALTH ADVISORS, LLC
CRD 156216 · SEC 801-72397
AUM
$26M
Regulatory assets under management
Employees
1
56 client accounts
Services offered by INTEGRA WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTEGRA WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Carolyn Elizabeth Douglas offer?
Carolyn Elizabeth Douglas specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Carolyn Elizabeth Douglas's credentials?
Carolyn Elizabeth Douglas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolyn Elizabeth Douglas located?
Carolyn Elizabeth Douglas is based in HOUSTON, Texas, working with INTEGRA WEALTH ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Carolyn Elizabeth Douglas charge for services?
Carolyn Elizabeth Douglas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRA WEALTH ADVISORS, LLC?
INTEGRA WEALTH ADVISORS, LLC has approximately 1 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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