Brandon Booth (CRD# 7355515) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Forth Worth, TX and has over 3 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevated Capital Advisors, LLC | Sandy, UT | Mar 2021 - Current | 3 |
| Spectra Financial | Fort Worth, TX | Dec 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- LA
- TX
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Total Assets Under Management375MILLIONS
-
Total Number of Accounts2,382ACCOUNTS
-
Average Account Value$157,549
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, ME, MO, MT, NE, NH, NJ, NV, OK, OR, PA, TX, UT, WA, WY
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