Julien Booth, financial advisor Charlotte NC
98 score

Julien Booth

CRD Number: 2927147
Current Firm: Forest Capital
Compensation Model: Fee Only
Julien Booth (CRD# 2927147) is an Investment Advisor Representative working at Forest Capital in Charlotte, NC and has over 12 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Forest Capital Charlotte, NC Jan 2004 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Julien B. Booth
By the Numbers
  • Total Assets Under Management
    113
    MILLIONS
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $1,090,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

MO, NC

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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