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Laine Elizabeth Miller

Laine E. Miller

INTEGRITY WEALTH ADVISORS
Ventura, CA 93001
Some features on this profile are disabled
CRD#: 6253751
Laine Elizabeth Miller

Professional summary

Laine Elizabeth Miller, CFP®, who also goes by Laine Elizabeth Dickison, Laine Dickison, is a registered financial advisor currently at INTEGRITY WEALTH ADVISORS, LLC located in Ventura, California.

Laine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Laine has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Laine Elizabeth Dickison | Laine Dickison

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laine Elizabeth Miller's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

July 31, 2018 - Present

INTEGRITY WEALTH ADVISORS, LLC

Office #1: 196 S. Fir St. Suite 140, Ventura, CA 93001
RIA
CRD#: 281708
Ventura, CA
Past

September 14, 2016 - August 3, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
THOUSAND OAKS, CA
Past

May 13, 2016 - August 3, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
THOUSAND OAKS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
INTEGRITY WEALTH ADVISORS, LLC
CURT HOWARD WEALTH MANAGEMENT & INSURANCE SOLUTIONS (CHWMIS) | WAGNER FINANCIAL, INC. | WAGNER FINANCIAL | PUBLIC EMPLOYEE RETIREMENT CENTERS OF AMERICA (PERC) | LAFF FINANCIAL | INTEGRITY WEALTH ADVISORS, LLC | INTEGRITY WEALTH ADVISORS, INC. | DERBY AND DERBY

CRD#: 281708 / SEC#: 801-113205

RIA
Registered Investment Advisory firm - (5/14/2018 Approved)
California
Registered Investment Advisory firm - (6/17/2018 Terminated)
Texas
Registered Investment Advisory firm - (5/18/2018 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(7/31/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/30/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/3/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/13/2016
General Securities Representative Examination

Current Firm

IW
INTEGRITY WEALTH ADVISORS, LLC
CURT HOWARD WEALTH MANAGEMENT & INSURANCE SOLUTIONS (CHWMIS) | WAGNER FINANCIAL, INC. | WAGNER FINANCIAL | PUBLIC EMPLOYEE RETIREMENT CENTERS OF AMERICA (PERC) | LAFF FINANCIAL | INTEGRITY WEALTH ADVISORS, LLC | INTEGRITY WEALTH ADVISORS, INC. | DERBY AND DERBY

CRD#: 281708 / SEC#: 801-113205

RIA
Registered Investment Advisory firm - (5/14/2018 Approved)
California
Registered Investment Advisory firm - (6/17/2018 Terminated)
Texas
Registered Investment Advisory firm - (5/18/2018 Terminated)
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Contact information

Main Address
196 S. Fir St. Suite 140, Ventura, CA 93001
Mailing Address
Phone number
(805) 339-0760
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IWA ADV PART 2A 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,269
AUM (Assets Under Management)$ 274,915,294

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INTEGRITY WEALTH ADVISORS, LLC

CRD#: 281708Ventura, CA 93001

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