Steven Booth, financial advisor Williamsburg KY
93 score

Steven Booth

CRD Number: 4631513
Current Firm: Lpl Financial LLC

Steven Booth (CRD# 4631513) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, KY and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Linsco Private Ledger Versailles, KY Dec 2007 - Current 9
Community Trust Bank Versailles, KY Dec 2007 - Current 9
Natcity Investments, Inc. Louisville, KY Sep 2004 - Dec 2007 3
National City Corporation Richmond, KY Aug 2004 - Dec 2007 3
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: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
93
Clean Record
This advisor has a clean track record with regulators.

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