Paul Booth, financial advisor Granite Bay CA
96 score

Paul Booth

CRD 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 30 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.

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Professional Designations
Company Name Location Dates Years
Delta Wealth Management Granite Bay, CA Apr 1993 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for Paul D. Booth
Phone Number: (209) 224-8534
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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