Douglas Guy Bolles
Investment adviser representative at Worthpointe
25 yearsExperience
1 stateRegistered in
$1.1BFirm assets
19 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Worthpointe, LLCNov 2019 to now
- Southside BankMay 2001 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Worthpointe
Legal name: Worthpointe, LLC
$1.1BAssets managed
626Clients
7Advisers
19 yearsIn 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
- 7201481
- Firm CRD
- 143996