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Justin Allen Boggs

Optima Capital LLC

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About Justin Allen Boggs

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.

Firm Information

Justin Boggs is currently registered with Optima Capital LLC. Optima Capital LLC is an investment advisor headquartered in BEAVERTON, OR. The firm has 4 licensed agents and 6 investment adviser representatives, managing $247,698,070 in assets for 1,375 clients. They provide financial planning, advisory consulting, and portfolio management services to individuals and high-net-worth individuals.
Optima Capital LLC

500 SW 116TH AVE.

BEAVERTON, OR 97225

$247.70M

Assets Under Management

10

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Boggs’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Allen Boggs.
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