Steven Booth, financial advisor Somerset KY

Steven Booth

CRD Number: 4631513
Current Firm: Edward Jones

Steven Booth (CRD# 4631513) is an Investment Advisor Representative working at Edward Jones in Somerset, KY and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St.louis, MO Feb 2020 - Current 4
Spectrum Financial Alliance Nicholasville, KY Jul 2019 - Feb 2020 < 1
Ameriprise Financial Services, Inc. Somerset, KY Aug 2018 - Jul 2019 < 1
Investment Professionals, Inc. San Antonio, TX Dec 2017 - Aug 2018 < 1
Linsco Private Ledger Versailles, KY Dec 2007 - Dec 2017 10
Community Trust Bank Versailles, KY Dec 2007 - Dec 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Steven C. Booth
Phone Number: 314-515-2000
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
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
  • Pension consulting services
  • 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, WY

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