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Carolyn Elizabeth Douglas

Integra Wealth Advisors, LLC

Houston, TX

CRD 2404396

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Employer firm

Integra Wealth Advisors, LLC CRD 156216

$117M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Integra Wealth Advisors, Llc

4900 Woodway Drive Suite 1030, Houston, TX 77056-1847 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2013-04-08
TX RA APPROVED 2011-11-30
  • LA RA
    APPROVED
    Since 2013-04-08
  • TX RA
    APPROVED
    Since 2011-11-30

Branch Locations

4900 Woodway Drive Suite 1030, Houston, TX 77056-1847 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integra Wealth Advisors Houston TX 11/2011 Present
  • 11/2011 → Present
    Integra Wealth Advisors
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-06
  • S65 Uniform Investment Adviser Law Examination
    1996-02-06
Designations
  • Certified Financial Planner
Other Names
  • Carolyn Elizabeth Duran

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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