Julien BoothCRD Number: 2927147
Current Firm: Forest Capital
Compensation Model: Fee Only
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Forest Capital||Charlotte, NC||Jan 2004 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2003|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Total Assets Under Management132MILLIONS
Total Number of Accounts166ACCOUNTS
Average Account Value$794,604
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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