Grant Booterbaugh (CRD# 7290570) is an Investment Advisor Representative working at Principal Advised Services in Washington, DC and has over 3 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 5969842
Reframe Wealth, LLC
CRD# 6876059
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Advised Services | Washington, DC | Aug 2023 - Current | < 1 |
| Principal Life Insurance Co | Charlotte, NC | Apr 2021 - Current | 3 |
| Principal Securities Inc. | Washington, DC | Apr 2021 - Current | 3 |
| Wells Fargo Clearing Services LLC | Charlotte, NC | Aug 2020 - Apr 2021 | < 1 |
| Rhi General Group | San Ramon, CA | Aug 2020 - Dec 2020 | < 1 |
| Sweeps, LLC | Raleigh, NC | May 2018 - Aug 2020 | 2 |
| University Of North Carolina- Chapel Hill | Chapel Hill, NC | Aug 2016 - May 2020 | 3 |
| Jersey Mike's | Chapel Hill, NC | Sep 2019 - Mar 2020 | < 1 |
| Blue Moon Estate Sales | Raleigh, NC | Jun 2019 - Sep 2019 | < 1 |
| Murphy Business Sales | Chapel Hill, NC | Sep 2018 - Dec 2018 | < 1 |
| Bartaco Restaurant | Chapel Hill, NC | Jun 2017 - Sep 2017 | < 1 |
| East Chapel Hill High School | Chapel Hill, NC | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
| S63 | Uniform Securities State Law Examination | Oct 2020 |
- DC
- IA
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Total Assets Under Management569MILLIONS
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Total Number of Accounts11,801ACCOUNTS
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Average Account Value$48,258
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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