Carolyn Lingle has been an investment adviser representative at BWM Planning since July 2024, and is not listed among the firm’s executive officers or direct owners.
BWM Planning LLC is a Houston, TX firm with $465M under management, 86 clients and 5 advisers across 3 offices, as of its March 2026 filing.
- Brownlee Wealth ManagementCurrent– present · 2 yearsFort Worth, TX · Adviser representative · Firm CRD 304855
Investment adviser representative registrations
Carolyn Lingle is registered as an investment adviser representative in Texas, since July 2024.
- TexasSince 19 July 2024
Examinations
No examinations are on Carolyn Lingle’s record.
- CRD
- 4877378
- Firm
- BWM Planning · CRD 304855
- Office
- Fort Worth, TX
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Carolyn Lingle work?
Carolyn Lingle is an investment adviser representative registered through BWM Planning LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Carolyn Lingle a financial advisor?
Yes. Carolyn Lingle has a current investment-adviser registration in Texas, through BWM Planning since July 2024.
How many years of experience does Carolyn Lingle have?
Carolyn Lingle has 2 years in the financial industry, since July 2024, across 1 adviser firm.
Where is Carolyn Lingle based?
Carolyn Lingle’s registered office is in Fort Worth, TX.
Is Carolyn Lingle registered with FINRA?
No. Carolyn Lingle has no current broker registration.
How can I verify Carolyn Lingle’s record?
Search CRD 4877378 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carolyn Lingle’s full registration record.