Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Keith Booher is a financial advisor with over 30 years of experience in the financial services industry. Allan is registered with Osaic Wealth, Inc. and has been with them since January 2024. Prior to joining Osaic Wealth, Allan was a financial advisor at Woodbury Financial Services, Inc. and Harbor Financial Services, LLC. Allan is a Certified Financial Planner and has extensive experience providing financial planning, investment management, and retirement planning services to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OK
01/19/2024 - Present
Osaic Wealth, Inc. (EDMOND OK)
OK
10/23/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
OK
02/17/2010 - 10/31/2015
HARBOR FINANCIAL SERVICES, LLC (OKLAHOMA CITY OK)
AR
10/07/2009 - 02/10/2010
APPLE TREE INVESTMENTS, INC. (LITTLE ROCK AR)
OK
08/03/2009 - 10/02/2009
FOOTHILL SECURITIES, INC. (OKLAHOMA CITY OK)
OK
05/19/1997 - 08/03/2009
CUE FINANCIAL GROUP, INC. (OKLAHOMA CITY OK)
TX
05/15/1992 - 06/09/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
GA
01/02/1990 - 03/11/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 03/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 05/11/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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