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Paul Douglas Booth

Delta Wealth Management

Granite Bay, CA

CRD 1082264

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Employer firm

Delta Wealth Management CRD 111368

$522M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Delta Wealth Management

Granite Bay, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 1994-01-01
  • CA RA
    APPROVED
    Since 1994-01-01

Branch Locations

Granite Bay, CA • 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
Delta Wealth Management Granite Bay CA 04/1993 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-02-27
  • S63 Uniform Securities Agent State Law Examination
    1986-02-27
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Paul D Booth

View on SEC IAPD

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