Skip to content

Brandon Booth

Investment adviser representative at TruAdvisors Financial

Investment adviser registrationUpdated

Brandon Booth is an investment adviser representative at Truadvisors Financial, LLC, a Tampa investment adviser managing $133M. Brandon Booth has been registered through TruAdvisors Financial since 20 February 2025, has 5 years in the industry across 2 firms and has passed the Series 65.

5
Years in industry
1
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Brandon Booth has been an investment adviser representative at TruAdvisors Financial since February 2025, and is not listed among the firm’s executive officers or direct owners. Brandon Booth studied at the University of North Texas.

Truadvisors Financial, LLC is a Tampa, FL firm with $133M under management, 172 clients and 4 advisers across 5 offices, as of its September 2026 filing.

Brandon Booth is VP - Investment Advisor of TruAdvisors. He joined SPECTRA Financial Group of Companies in 2005 in its marketing department and became a marketing manager in 2009. He began focusing on client services and case management in 2013 and became a partner in 2015.

Brandon Booth’s longest registration was 3 years at Elevated Capital Advisors, LLC (2021–2025). Before joining TruAdvisors Financial in 2025, Brandon Booth was registered through Elevated Capital Advisors, LLC.

  1. – present · 1 year
    Adviser representative · Firm CRD 170564
  2. Elevated Capital Advisors, LLC
    – · 3 years
    Forth Worth, TX · Adviser representative · Firm CRD 226721

Credentials and registrations

Investment adviser representative registrations

Brandon Booth is registered as an investment adviser representative in Texas, since February 2025.

  • TexasSince 20 February 2025

Examinations

Series 6519 February 2021
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Brandon Aaron Booth
CRD
7355515
Firm
TruAdvisors Financial · CRD 170564
Registration
Investment adviser registration
In the industry since
April 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Brandon Booth work?

Brandon Booth is an investment adviser representative registered through Truadvisors Financial, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Brandon Booth a financial advisor?

Yes. Brandon Booth has a current investment-adviser registration in Texas, through TruAdvisors Financial since February 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Brandon Booth have?

Brandon Booth has 5 years in the financial industry, since April 2021, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Brandon Booth passed?

Brandon Booth passed the Series 65 in February 2021.

Source: IAPD individual record, checked 22 October 2026

Where did Brandon Booth work before TruAdvisors Financial?

Before TruAdvisors Financial, Brandon Booth was registered through Elevated Capital Advisors, LLC, March 2021 to February 2025.

Source: IAPD individual record, checked 22 October 2026

Is Brandon Booth registered with FINRA?

No. Brandon Booth has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Brandon Booth’s record?

Search CRD 7355515 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Booth’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at TruAdvisors Financial

Sources

  1. IAPD individual record, CRD 7355515, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Truadvisors Financial, LLC, filed 14 September 2026. Executive officers and direct owners; this person is not among them.
  3. TruAdvisors Financial team page. Biography, education, credentials, awards.