April Booth, financial advisor Rochester NY
93 score

April Booth

CRD Number: 4482025
Current Firm: Cambridge Investment Research Advisors, Inc.

April Booth (CRD# 4482025) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rochester, NY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jun 2013 - Current 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2013 - Current 3
Wall Street Financial Group Fairport, NY Jun 2011 - Jun 2013 2
Charleton Financial Pittsford, NY Mar 2011 - Jun 2011 < 1
Wall Street Financial Group Fairport, NY Feb 2006 - Mar 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Apr 2006
Contact Info for April B. Booth
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
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)
  • Market timing services
  • Educational seminars/workshops
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
93
Clean Record
This advisor has a clean track record with regulators.

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