Carolyn Elizabeth Douglas
Investment adviser representative at Integra Wealth Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$117.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Integra Wealth Advisors, LLCNov 2011 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Integra Wealth Advisors, LLC
$117.3MAssets managed
58Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2404396
- Firm CRD
- 156216