David Boothe, financial advisor Dover DE

David Boothe

CRD Number: 4147880
Current Firm: Big Investment Services

David Boothe (CRD# 4147880) is an Investment Advisor Representative working at Big Investment Services in Dover, DE and has over 23 years of experience in the finance industry.

Similar Advisors
Nicholas Alexander, financial advisor Dover DE
Nicholas G. Alexander
CRD# 5189114
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Raymond Book, financial advisor Dover DE
Raymond F. Book
CRD# 4399512
Savant Wealth Management
Similar Advisors
Scott Brown, financial advisor Dover DE
Scott R. Brown
CRD# 4400748
Savant Wealth Management
Company Name Location Dates Years
Boothe Investment Group Inc. Dover, DE Oct 2021 - Current 2
Boothe Investment Group Inc. Dover, DE Feb 2018 - Oct 2021 3
Wells Fargo Advisors Financial Network LLC Dover, DE May 2009 - Apr 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for David F. Boothe
Phone Number: 302-734-7526
Registered State(s):
  • DE
  • TX
By the Numbers
  • Total Assets Under Management
    239
    MILLIONS
  • Total Number of Accounts
    1,209
    ACCOUNTS
  • Average Account Value
    $197,313
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DE, MD, NC, PA, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.