William BootheCRD Number: 5563765
Current Firm: Transamerica Financial Advisors, Inc.
William Boothe (CRD# 5563765) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Draper, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
|Team Sorensen Insurance And Financial Services||Orem, UT||Jun 2015 - Current||2|
|Transamerica Financial Advisors, Inc.||Draper, UT||Jan 2012 - Current||6|
|World Financial Group, Inc.||Draper, UT||Jun 2011 - Current||6|
|World Group Securities, Inc.||Draper, UT||Jan 2012 - Jan 2012||< 1|
|Investment Advisors International, Inc.||Draper, UT||Jul 2011 - Jan 2012||< 1|
|Maler Santo||Orem, UT||Jun 1998 - May 2011||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2012|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV