Paul BoothCRD Number: 1082264
Current Firm: Delta Wealth Management
Paul Booth (CRD# 1082264) is an Investment Advisor Representative working at Delta Wealth Management in Granite Bay, CA and has over 36 years of experience in the finance industry. Paul Booth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Delta Wealth Management||Granite Bay, CA||Apr 1993 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
Total Assets Under Management475MILLIONS
Total Number of Accounts193ACCOUNTS
Average Account Value$2,459,899
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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