Breland Edward Booth

Employer firm

Booth Financial CRD 289972

$43.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → 12/2020
  Birmingham Fitness, Llc
  Birmingham, AL
• 01/2016 → 12/2016
  Proequities, Inc
  Birmingham, AL
• 01/2017 → 09/2017
  Timberchase Financial, Llc
  Birmingham, AL
• 10/2017 → Present
  Booth Financial Planning, Llc
  Birmingham, AL
• 03/2019 → Present
  Valley Tax Partners, Llc
  Birmingham, AL

Previous Registrations

• 2017-01-30 → 2017-10-18
  Timberchase Financial, Llc
  Homewood, AL
• 2016-01-08 → 2016-12-31
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Birmingham`, AL
  Birmingham, AL

Other Businesses

Valley Tax Partners, LLC POSITION: Business Consultant NATURE: Tax Preparation and Filing INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2019 ADDRESS: 2279 Valleydale Rd. Suite 220, Birmingham, AL 35244 DESCRIPTION: I help with tax preparation during tax season and consult the business for growth and efficiency.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-23
• S63 Uniform Securities Agent State Law Examination
  2015-01-06

Other Names

• Breland Edward Booth