Carolyn E. Douglas
Professional summary
Carolyn Elizabeth Douglas, CFP®, who also goes by Carolyn Elizabeth Duran, is a registered financial advisor currently at INTEGRA WEALTH ADVISORS, LLC located in Houston, Texas.
Carolyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Carolyn has worked at 2 firms and has passed the Series 65 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carolyn Elizabeth Douglas's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1991
Experience
November 17, 2011 - Present
INTEGRA WEALTH ADVISORS, LLC
Office #1: 4900 Woodway Drive Suite 1030, Houston, TX 77056January 6, 2004 - November 17, 2011
LINSCOMB WEALTH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/8/2013)
(11/17/2011)
Exams
Series 2
Date: 2/29/1996
Non-Member General Securities ExaminationCurrent Firm
INTEGRA WEALTH ADVISORS, LLC
CRD#: 156216 / SEC#: 801-72397
Contact information
Regulatory assets under management
| Total Number of Accounts | 170 |
| AUM (Assets Under Management) | $ 97,581,417 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 05/23/2024 |
Red Flags
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