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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lynn Booth is a financial advisor with Raymond James Financial Services Advisors, Inc. Gary is based in Monroe, Louisiana, and has been in the financial services industry since November 1998. Gary has a wide range of experience and certifications, including a Certified Financial Planner designation. Gary specializes in working with individuals, families, and businesses to create and implement customized financial plans. Gary's clients benefit from his deep understanding of tax and accounting, gained from his experience as a CPA. Gary's previous experience includes working with LPL Financial LLC and H.D. Vest Investment Services.
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
07/03/2019 - Present
Raymond James Financial Services Advisors, Inc. (MONROE LA)
LA
06/21/2005 - 03/02/2015
LPL FINANCIAL LLC (MONROE LA)
TX
11/13/1998 - 06/24/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 06/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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