Dale Boothman, financial advisor Silsbee TX
90 score

Dale Boothman

CRD Number: 6115293
Current Firm: Edward Jones

Dale Boothman (CRD# 6115293) is an Investment Advisor Representative working at Edward Jones in Silsbee, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2012 - Current 4
Unemployed Silsbee, TX Jul 2012 - Sep 2012 < 1
Evadale Isd Evadale, TX Aug 2011 - Jun 2012 < 1
Lumberton Isd Lumberton, TX Aug 2003 - Jul 2011 7
The Home Depot Beaumont, TX Jun 2005 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Dale A. Boothman
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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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