Daniel Henry paul Venable
Investment adviser representative at Big Investment Services
10 yearsExperience
1 stateRegistered in
$425.4MFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Boothe Investment Group, Inc.Jun 2025 to now
- Big Investment ServicesSep 2024 to now
- Boothe Investment Group, Inc.Aug 2024 to May 2025
- Beracah Homes, Inc.Oct 2021 to Jan 2025
- Enterprise Rent - A - CarFeb 2020 to Sep 2021
- Pensacola Christina CollegeAug 2017 to Dec 2019
- Enterprise Rent - A - CarSep 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (DE).
Big Investment Services
Legal name: Boothe Investment Group, Inc.
$425.4MAssets managed
622Clients
4Advisers
8 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
- 7944296
- Firm CRD
- 291437