David Boothby

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2017 → 11/2022
  Edward Jones
  St Louis, MO
• 07/1996 → 10/2016
  Texas Hydraulics Inc
  Temple, TX
• 11/2022 → Present
  Commonwealth Financial Network
  San Diego, CA

Previous Registrations

• 2017-04-28 → 2022-12-07
  Edward Jones
  Temple, TX
  St Louis, MO
  Temple, TX
  Temple, TX
  Temple, TX

Other Businesses

1. Fixed insurance sales; as of 11/30/2022; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Cedarwood Financial Partners, LLC, a private entity established to facilitate advisory business; as of 12/02/2022; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-27

Other Names

• David Lee Boothby
• David Lee Boothby