Gary Booth is a CFP-designated registered investment advisor at LPL Financial LLC, based in Monroe, LA, with 27 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1861 Hudson Cir, Monroe, LA, 71201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gary is a board member at Bancroft Bag, Inc. and the CEO of Gary L Booth CPA APC, where he provides tax and accounting services, taking about half of his time. He also owns GSB Investments LLC and PAPALAND LLC, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
H.D. Vest Investment ServicesBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Mark Mcneely, CFPLPL Financial LLC
- Cynthia LoftinLPL Financial LLC
- Angela Benson, CFPEdward Jones
- Trey Curtis, CFPArgent Advisors, INC.
- Dean Mailhes, CFAHeritage Capital Management, INC.
- Nicholas Trappey, CFPThirtynorth Investments, LLC