Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Booth is an investment advisor representative with Raymond James Financial Services Advisors, Inc. located in Monroe, LA. Charles has been in the industry since 2001. Charles has passed the Series 6, 7, 24, and 66 exams and is registered in 17 states. Charles also owns Booth Wealth Management, LLC and is a partner in Southside Land Company.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
LA
05/01/2015 - Present
Raymond James Financial Services Advisors, Inc. (MONROE LA)
LA
12/06/2004 - 03/02/2015
LPL FINANCIAL LLC (MONROE LA)
TN
07/19/2001 - 12/14/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
05/31/2001 - 07/24/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
IL
04/05/2000 - 08/01/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 08/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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