Brandon Booth, financial advisor Forth Worth TX

Brandon Booth

CRD Number: 7355515
Current Firm: Elevated Capital Advisors, LLC

Brandon Booth (CRD# 7355515) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Forth Worth, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Elevated Capital Advisors, LLC Sandy, UT Mar 2021 - Current 1
Spectra Financial Fort Worth, TX Dec 2002 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2021
Contact Info for Brandon A. Booth
Phone Number: 385-237-3338
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    368
    MILLIONS
  • Total Number of Accounts
    2,068
    ACCOUNTS
  • Average Account Value
    $178,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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