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Julien Binford Booth

FOREST CAPITAL OPERATING COMPANY LLC·CONCORD, North Carolina
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300 MCGILL AVE NW STE 200, CONCORD, NC 28027CRD# 2927147Firm CRD# 325514
01

About

Julien Binford Booth is a registered financial advisor based in CONCORD, North Carolina, affiliated with FOREST CAPITAL OPERATING COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FOREST CAPITAL OPERATING COMPANY LLC
FOREST CAPITAL OPERATING COMPANY LLC
AUM
$159M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FOREST CAPITAL OPERATING COMPANY LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2927147
Firm CRD# 325514
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julien Binford Booth offer?
Julien Binford Booth specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CONCORD, North Carolina for a consultation.
What are Julien Binford Booth's credentials?
Julien Binford Booth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julien Binford Booth located?
Julien Binford Booth is based in CONCORD, North Carolina, working with FOREST CAPITAL OPERATING COMPANY LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Julien Binford Booth charge for services?
Julien Binford Booth'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 FOREST CAPITAL OPERATING COMPANY LLC?
FOREST CAPITAL OPERATING COMPANY LLC has approximately 4 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CONCORD
Carey David Mcclure — FOREST CAPITAL OPERATING COMPANY LLCBrian James Seay — MILL CAPITAL MANAGEMENT, LLCPaul Norman Clark — MILL CAPITAL MANAGEMENT, LLCJonathan William Rhoney — MILL CAPITAL MANAGEMENT, LLCDana Coulter — BRC WEALTH MANAGEMENT, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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