R.p. Boggs & Company Wealth Management

R.p. Boggs & Company Wealth Management (CRD# 134217) is a financial advisory firm headquartered in Lake Wylie, SC. They manage $206,574,894 in 777 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    777
    ACCOUNTS
  • Average Account Value
    $265,862
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, OH, SC, TX, VA

Financial Advisors at R.p. Boggs & Company Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Robert P. Boggs
CRD#: 2681427
1414 Village Harbor Dr., Lake Wylie, SC 29710

Robert Boggs (CRD# 2681427) is an Investment Advisor Representative working at R.p. Boggs & Company Wealth Management in Lake Wylie, SC and has over 28 years of experience in the finance industry.

2
Derek M. Lewis
CRD#: 5701113
4100 Charlotte Hwy, Lake Wylie, SC 29710

Derek Lewis (CRD# 5701113) is an Investment Advisor Representative working at R.p. Boggs & Company Wealth Management in Lake Wylie, SC and has over 12 years of experience in the finance industry.

3
Jonathan A. Shaw
CRD#: 7726075
4100 Charlotte Hwy., Lake Wylie, SC 29710

Jonathan Shaw (CRD# 7726075) is an Investment Advisor Representative working at R.p. Boggs & Company Wealth Management in Lake Wylie, SC and has 1 year of experience in the finance industry.

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