Justin Boggs (CRD# 6234106) is an Investment Advisor Representative working at Optima Capital LLC in Beaverton, OR and has over 10 years of experience in the finance industry. Justin Boggs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optima Capital LLC | Hillsboro, OR | May 2019 - Current | 4 |
| Zahorik Financial And Insurance Services, Inc. | Hillsboro, OR | Dec 2013 - Current | 10 |
| Royal Alliance Associates, Inc. | Hillsboro, OR | Nov 2018 - May 2020 | 1 |
| Signator Investors, Inc. | Hillsboro, OR | May 2016 - Nov 2018 | 2 |
| Transamerica Financial Advisors, Inc. | Hillsboro, OR | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
| S63 | Uniform Securities State Law Examination | Sep 2013 |
- CA
- OR
- TX
-
Total Assets Under Management248MILLIONS
-
Total Number of Accounts1,375ACCOUNTS
-
Average Account Value$180,144
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, CO, IA, KS, MO, OR, TX, WA
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