AdvisorOS Directory
Claim Profile
Unclaimed Profile
LB

Lisa Ann Boothe

BOOTHE INVESTMENT GROUP, INC.·DOVER, Delaware
Clean recordBOOTHE INVESTMENT GROUP, INC.
450 KINGS HWY N.E., DOVER, DE 19901CRD# 5142874Firm CRD# 291437

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Ann Boothe · DOVER, DE
Registration
CRD #5142874 · BOOTHE INVESTMENT GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lisa Ann Boothe is a registered financial advisor based in DOVER, Delaware, affiliated with BOOTHE INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Lisa

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lisa is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BOOTHE INVESTMENT GROUP, INC.
BIG INVESTMENT SERVICES
AUM
$239M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BOOTHE INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5142874
Firm CRD# 291437
View on FINRA BrokerCheck →

Looking for a financial advisor in DOVER?

Browse all registered financial advisors in DOVER, Delaware or claim this profile if it's yours.

Browse DOVER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lisa Ann Boothe offer?
Lisa Ann Boothe specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DOVER, Delaware for a consultation.
What are Lisa Ann Boothe's credentials?
Lisa Ann Boothe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Ann Boothe located?
Lisa Ann Boothe is based in DOVER, Delaware, working with BOOTHE INVESTMENT GROUP, INC.. Their office serves clients in the DOVER metropolitan area and surrounding communities.
How does Lisa Ann Boothe charge for services?
Lisa Ann Boothe's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOOTHE INVESTMENT GROUP, INC.?
BOOTHE INVESTMENT GROUP, INC. has approximately 5 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BOOTHE INVESTMENT GROUP, INC.

David Franklin Boothe
DOVER, DE
Anna Christina Hibbitt
DOVER, DE

More Advisors in DOVER, Delaware

Margaret Ann Pierce
BFO INVESTMENTS LLC·DOVER, DE
Bjorn Forsdal
BCP VENTURES, LLC·DOVER, DE
Jarl Ulvin
BCP VENTURES, LLC·DOVER, DE
Nicholas Roy Bloom
OVATA CAPITAL MANAGEMENT LLC·DOVER, DE
Aaron James Farrell
QUANTCA FINANCIAL LLC·DOVER, DE
Joseph Chance Gaskins
VALUR ROBO ADVISORS LLC·DOVER, DE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)LEWES (24)NEWARK (21)HOCKESSIN (12)REHOBOTH BEACH (8)0000740272 (4)ROCKLAND (3)MONTCHANIN (2)CLAYMONT (2)
City Guides
WILMINGTON GuideGREENVILLE GuideLEWES GuideNEWARK GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Request removal of this profile