Integra Wealth Advisors, LLC

Integra Wealth Advisors, LLC (CRD# 156216) is a financial advisory firm headquartered in Houston, TX. They manage $31,355,251 in 99 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $316,720
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Integra Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paige P. Guinn
CRD#: 4360856
4900 Woodway Drive, Suite 1030, Houston, TX 77056
96
Wealthminder
score

Paige Guinn (CRD# 4360856) is an Investment Advisor Representative working at Integra Wealth Advisors, LLC in Houston, TX and has over 8 years of experience in the finance industry. Paige Guinn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carolyn E. Douglas
CRD#: 2404396
4900 Woodway Drive, Suite 1030, Houston, TX 77056
76
Wealthminder
score

Carolyn Douglas (CRD# 2404396) is an Investment Advisor Representative working at Integra Wealth Advisors, LLC in Houston, TX and has over 20 years of experience in the finance industry. Carolyn Douglas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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