Kacey Lynn Boothe
Investment adviser representative at Equitable Advisors, LLC
35 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
35 years in the industry.
- Equitable Advisors, LLCJul 2024 to now
- Transamerica Financial Advisors, IncMar 2023 to Jul 2024
- World Financial Group, Inc.Dec 2022 to Jul 2024
- Employee Benefit ProfessionalsNov 2022 to Jan 2024
- Oklahoma State School Boards AssociationSep 2022 to Dec 2022
- Unity Insurance PartnersSep 2021 to Sep 2022
- UnemployedMar 2021 to Sep 2021
- American FidelityApr 1991 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OK).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2314728
- Firm CRD
- 6627