R.p. Boggs & Company

R.p. Boggs & Company (CRD# 134217) is a financial advisory firm headquartered in Lake Wylie, SC. They manage $73,278,051 in 357 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $205,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at R.p. Boggs & Company
Showing 1 - 3 of 3 top financial advisors.
1
Samuel D. Swisher
CRD#: 4871405
4100 Charlotte Hwy., Lake Wylie, SC 29710
96
Wealthminder
score

Samuel Swisher (CRD# 4871405) is an Investment Advisor Representative working at R.p. Boggs & Company in Lake Wylie, SC and has over 11 years of experience in the finance industry. Samuel Swisher 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.

2
Robert P. Boggs
CRD#: 2681427
1414 Village Harbor Dr., Lake Wylie, SC 29710
93
Wealthminder
score

Robert Boggs (CRD# 2681427) is an Investment Advisor Representative working at R.p. Boggs & Company in Lake Wylie, SC and has over 20 years of experience in the finance industry.

3
Derek M. Lewis
CRD#: 5701113
4100 Charlotte Hwy, Lake Wylie, SC 29710
93
Wealthminder
score

Derek Lewis (CRD# 5701113) is an Investment Advisor Representative working at R.p. Boggs & Company in Lake Wylie, SC and has over 4 years of experience in the finance industry. Derek Lewis 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.

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