Unclaimed
Justin Allen Boggs is a financial advisor with Optima Capital LLC. Justin has been in the industry since 2013. Justin holds a Series 6, Series 63, Series 65, and Series 6TO licenses. Justin is registered with the state of Oregon, California, and Texas. Justin has a Certified Financial Planner designation. Justin works with individuals, high-net-worth individuals, and trusts. Justin also provides investment advice to a variety of other client types, such as corporations, businesses, and insurance companies. Justin specializes in financial planning, portfolio management, and advisory consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
OR
01/14/2021 - Present
Optima Capital LLC (BEAVERTON OR)
OR
11/02/2018 - 06/17/2020
ROYAL ALLIANCE ASSOCIATES, INC. (HILLSBORO OR)
OR
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (HILLSBORO OR)
OR
09/09/2013 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HILLSBORO OR)
IA
Issued 09/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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