Charles Bradford Booth

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:

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

Current Employers

Employment History

• 02/2015 → Present
  Raymond James Financial Services, Inc.
  Monroe, LA
• 03/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Monroe, LA

Previous Registrations

• 2005-01-12 → 2015-03-02
  Lpl Financial Llc
  Monroe, LA
• 2004-11-24 → 2004-12-14
  Morgan Keegan & Company, Llc
  Monroe, LA

Other Businesses

(1)Name of Business: Booth Wealth Management, LLC Address: 1861 Hudson Circle, Monroe, LA, 71201, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/20/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Branch Manager

Exams

• S66 Uniform Combined State Law Examination
  2001-08-14

Other Names

• Brad Booth