Paul D. Booth
Professional summary
Paul Douglas Booth, CFP®, CPWA®, who also goes by Paul D Booth, is a registered financial advisor currently at DELTA WEALTH MANAGEMENT located in Granite Bay, California.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Paul has worked at 7 firms and has passed the Series 63, Series 7, Series 22 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Douglas Booth's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1984
Start date: 2012-04-12
Expire date: 2024-03-31
Experience
January 1, 1994 - Present
DELTA WEALTH MANAGEMENT
November 8, 1999 - September 30, 2003
FINANCIAL TELESIS INC
January 1, 1999 - December 17, 1999
B. C. ZIEGLER AND COMPANY
February 16, 1989 - January 1, 1999
GS2 SECURITIES, INC.
February 17, 1987 - January 4, 1989
SJ CAPITAL, INC.
November 20, 1985 - December 10, 1986
KAVANAUGH SECURITIES, INC.
January 28, 1983 - December 10, 1985
STANFORD INVESTMENT GROUP, INC.
Primary Firm SEC Registration
DELTA WEALTH MANAGEMENT
CRD#: 111368 / SEC#: 801-44823
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/1994)
Exams
Current Firm
DELTA WEALTH MANAGEMENT
CRD#: 111368 / SEC#: 801-44823
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 198 |
| AUM (Assets Under Management) | $ 484,773,497 |
Red Flags
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