Justin
Boggs
Optima Capital LLC
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About this Advisor
Justin Boggs is a financial advisor based in Portland, Oregon, working with Optima Capital LLC. Justin has previously held positions at Transamerica Financial Advisors, Inc, Signator Investors, Inc, Royal Alliance Associates, Inc, Optima Capital LLC, and Zahorik Financial And Insurance Services, Inc. Justin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, Oregon, and Texas. Currently, Justin is part of Optima Capital LLC, which operates out of Portland, Oregon. The firm has 3 offices and 6 employees. The firm manages assets totaling $247.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Optima Capital LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
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Optima Capital LLC Brokerage Details
$247,698,070
6
1,375
$180,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Justin Boggs Work History
Optima Capital LLC
Zahorik Financial And Insurance Services, Inc
Royal Alliance Associates, Inc
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Justin Boggs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Optima Capital LLC
Portland, OR
Portland, OR
Liberty, MO
Portland, OR
Azusa, CA
Portland, OR
Liberty, MO
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