David Franklin Boothe

Employer firm

Big Investment Services CRD 291437

$425M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2009 → 04/2018
  Wells Fargo Advisors Financial Network Llc
  Dover, DE
• 02/2018 → 10/2021
  Boothe Investment Group Inc.
  Dover, DE
• 10/2021 → Present
  Boothe Investment Group Inc.
  Dover, DE

Previous Registrations

• 2009-01-09 → 2018-04-04
  Wells Fargo Advisors Financial Network, Llc
  Dover, DE
  Dover, DE

Other Businesses

DL FIVE LLC, 13 E Main St Crisfield, MD, 21817, Partner that holds property that B.I.G. operates out of 1 hour a month not during securities hours starting 03/2005.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-02
• S63 Uniform Securities Agent State Law Examination
  2000-05-03