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David Franklin Boothe

BIG Investment Services

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About David Franklin Boothe

David Franklin Boothe is an investment advisor representative with Big Investment Services. David has been in the industry since 2000 and is registered to provide investment advice in Delaware and Texas. Previously, David has also worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and EDWARD JONES. David has passed the Series 7, 63, 10, and 9 securities exams. David specializes in providing financial planning services to individuals, high-net-worth individuals and pension and profit-sharing plans.

Firm Information

David Boothe is currently registered with BIG Investment Services. BIG Investment Services, located in Dover, DE, is a financial advisor with 1 licensed agent and 2 investment advisor representatives. The firm manages a total of $282,971,681 in regulatory assets under management for 1,330 clients. BIG Investment Services offers financial planning and portfolio management for individuals and provides wrap fee programs. They primarily serve high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
BIG Investment Services

450 KINGS HWY N.E.

DOVER, DE 19901

$282.97M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Boothe’s Registration & Firm History

DE

02/26/2018 - Present

BIG Investment Services (DOVER DE)

DE

06/22/2005 - 04/04/2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DOVER DE)

MO

07/25/2000 - 06/24/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 01/02/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/22/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Franklin Boothe.
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