Colleen Boggess (CRD# 3174299) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Watkinsville, GA and has over 24 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Watkinsville, GA | Jun 2021 - Current | 2 |
| Raymond James Financial Services, Inc. | Watkinsville, GA | Jun 2021 - Current | 2 |
| Raymond James & Associates, Inc. | Athens, GA | May 2019 - Jun 2021 | 2 |
| Ameriprise Financial Services Inc. | Watkinsville, GA | Oct 2017 - May 2019 | 1 |
| Unemployed | Birmingham, MI | Mar 2017 - Sep 2017 | < 1 |
| Wells Fargo Clearing Services, LLC | Birmingham, MI | Nov 2016 - Feb 2017 | < 1 |
| Wells Fargo Advisors LLC | Birmingham, MI | Aug 2010 - Nov 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- GA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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