Breland Booth (CRD# 4540040) is an Investment Advisor Representative working at Booth Financial in Birmingham, AL and has over 9 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Valley Tax Partners, LLC | Birmingham, AL | Mar 2019 - Current | 5 |
Booth Financial Planning, LLC | Birmingham, AL | Oct 2017 - Current | 6 |
Birmingham Fitness, LLC | Birmingham, AL | Apr 2006 - Dec 2020 | 14 |
Timberchase Financial, LLC | Birmingham, AL | Jan 2017 - Sep 2017 | < 1 |
Proequities, Inc. | Birmingham, AL | Jan 2016 - Dec 2016 | < 1 |
Primerica Financial Services | Birmingham, AL | Aug 2008 - Dec 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
S63 | Uniform Securities State Law Examination | Jan 2015 |
- AL
- LA
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts162ACCOUNTS
-
Average Account Value$135,780
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, LA
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