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Dennis A. Booker

BIP Wealth, LLC

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About Dennis A. Booker

Dennis A. Booker is a registered Investment Advisor Representative with Bip Wealth, LLC. Dennis has been in the industry for over 20 years and has a combined Series 7 and Series 66 license. Dennis is a financial advisor who offers personalized financial planning, investment advice, and other related services to individuals, corporations, and charitable organizations. Dennis focuses on developing comprehensive financial strategies that address his clients' long-term goals and objectives. Dennis's previous employment history includes Charles Schwab & Co., Inc. and American Express Financial Advisors Inc.

Firm Information

Dennis Booker is currently registered with BIP Wealth, LLC. BIP Wealth, LLC is an investment advisor based in Atlanta, GA. The firm has over $2.8 billion in regulatory assets under management and specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations.
BIP Wealth, LLC

3575 PIEDMONT RD, NE

ATLANTA, GA 30305

$2.83B

Assets Under Management

2

Total Clients

33

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Dennis Booker’s Registration & Firm History

GA

11/02/2011 - Present

BIP Wealth, LLC (ATLANTA GA)

GA

02/12/2003 - 03/04/2010

CHARLES SCHWAB & CO., INC. (ALPHARETTA GA)

TX

08/23/2000 - 12/31/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MN

05/15/2000 - 07/24/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/15/2000 - 07/24/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/20/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis A. Booker.
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