Best Investors Account Sign in
Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-07-03
LA RA APPROVED 2015-03-02
  • TX RA
    APPROVED
    Since 2019-07-03
  • LA RA
    APPROVED
    Since 2015-03-02

Branch Locations

Frisco, TX • United States

1861 Hudson Circle, Monroe, LA 71201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Monroe LA 02/2015 Present
Raymond James Financial Services Advisors Inc. Monroe LA 03/2015 Present
Previous Registrations
Other Businesses

(1) Name of Business: Bancroft Bag, Inc. Address: 425 Bancroft Boulevard, West Monroe, LA, 71291, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 06/30/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member (2) Name of Business: Booth Wealth Management LLC Address: 1861 Hudson Circle, Monroe, LA, 71201, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/19/2015 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (3) Name of Business: GARY L BOOTH CPA APC Address: 1861 Hudson Circle, Monroe, LA, 71201, United States Activity Type: Accounting/CPA Position/Title: Officer - CEO Investment Related: No Start Date: 12/30/1992 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: TAX AND ACCOUNTING SERVICES (4) Name of Business: GSB Investments LLC Address: 13332 Tarragona Court, Frisco, TX, 75033, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/20/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Accounting and administration (5) Name of Business: Newman Village HOA Address: 13332 Tarragona Court, Frisco, TX, 75033, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: Yes Start Date: 06/30/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am on the finance committee (6) Name of Business: PAPALAND LLC Address: 2508 Oak Alley Boulevard, Monroe, LA, 71201, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 12/31/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purchase timber tracts and manage land holdings.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-06-24
  • S63 Uniform Securities Agent State Law Examination
    2019-06-24
Designations
  • Certified Financial Planner
Other Names
  • Gary L Booth
  • Gary L Booth

View on SEC IAPD

More in Frisco, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor