Gary Booth, financial advisor Monroe LA
90 score

Gary Booth

CRD Number: 3119081
Current Firm: Raymond James Financial Services Advisors, Inc.

Gary Booth (CRD# 3119081) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monroe, LA and has 1 year of experience in the finance industry. Gary 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
Raymond James Financial Services Advisors Inc. Monroe, LA Mar 2015 - Current 1
Raymond James Financial Services, Inc. Monroe, LA Feb 2015 - Current 1
Booth Wealth Management Monroe, LA Feb 2015 - Current 1
Gary L. Booth, Cpa Apc Monroe, LA Dec 1992 - Current 24
Lpl Financial, LLC Monroe, LA Jun 2005 - Feb 2015 9

Gary Booth has no recent exams reported.
Contact Info for Gary L. Booth
Phone Number: 727-567-5877
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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