Jeffrey Bogue (CRD# 2768113) is an Investment Advisor Representative working at Bogue Asset Management LLC in Wells, ME and has 1 year of experience in the finance industry. Jeffrey Bogue 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# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6528663
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bogue Asset Management, LLC | Wells, ME | May 1998 - Current | 25 |
- ME
- TX
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts255ACCOUNTS
-
Average Account Value$264,776
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
ME, TX
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