William BoggessCRD Number: 1300498
Current Firm: Monongahela Capital Management
William Boggess (CRD# 1300498) is an Investment Advisor Representative working at Monongahela Capital Management in Chicago, IL and has over 11 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Rodgers Brothers Inc.||Cranberry Township, PA||Jan 2008 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2006|
|S65||NASAA Investment Advisors Law Examination||Apr 2008|
Total Assets Under Management369MILLIONS
Total Number of Accounts574ACCOUNTS
Average Account Value$643,516
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
CA, FL, GA, IL, LA, MA, NC, NJ, NY, OH, PA, TX, WA, WV
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