Robert Boggs (CRD# 2681427) is an Investment Advisor Representative working at Catawba River Capital in Lake Wylie, SC and has over 28 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| R.p. Boggs & Company | Lake Wylie, SC | Feb 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
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Total Assets Under Management235MILLIONS
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Total Number of Accounts820ACCOUNTS
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Average Account Value$286,667
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
NC, OH, SC, TX, VA
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