Julien Booth, financial advisor Concord NC

Julien Booth

CRD Number: 2927147
Current Firm: Forest Capital Operating Company LLC
Compensation Model: Fee Only
Julien Booth (CRD# 2927147) is an Investment Advisor Representative working at Forest Capital in Charlotte, NC and has over 12 years of experience in the finance industry.
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Company Name Location Dates Years
Forest Capital Operating Company LLC Concord, NC Feb 2023 - Current 1
Brc Wealth Management Llc Dba Forest Capital Charlotte, NC Feb 2020 - Current 4
Forest Capital Charlotte, NC Jan 2004 - Feb 2020 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Julien B. Booth
By the Numbers
  • Total Assets Under Management
    159
    MILLIONS
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $536,506
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO, NC

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