Breland E. Booth
Professional summary
Breland Edward Booth, who also goes by Breland Edward Booth, is a registered financial advisor currently at BOOTH FINANCIAL located in Birmingham, Alabama.
Breland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Breland has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Breland Edward Booth's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 18, 2017 - Present
BOOTH FINANCIAL
Office #2: 2271 Valleydale Rd. Suite 305, Birmingham, AL 35244January 30, 2017 - October 18, 2017
TIMBERCHASE FINANCIAL, LLC
January 8, 2016 - December 31, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
January 8, 2016 - December 31, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
December 23, 2014 - December 15, 2015
PFS INVESTMENTS INC.
August 27, 2003 - January 29, 2004
EDWARD JONES
January 24, 2003 - August 27, 2003
HANCOCK WHITNEY INVESTMENT SERVICES INC.
July 23, 2002 - October 22, 2002
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/18/2017)
(9/21/2020)
Exams
Current Firm
BOOTH FINANCIAL
CRD#: 289972 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 185 |
| AUM (Assets Under Management) | $ 31,893,083 |
Red Flags
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