Unclaimed Profile

Justin Allen Boggs

OPTIMA CAPITAL LLC·HILLSBORO, Oregon

SIE, Series 6, Series 6TO, Series 63, Series 65CFPClean record11 years registeredOPTIMA CAPITAL LLC

1915 NE STUCKI AVE, HILLSBORO, OR 97006CRD# 6234106Firm CRD# 310146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justin Allen Boggs · HILLSBORO, OR

Registration

CRD #6234106 · OPTIMA CAPITAL LLC · 11 years registered

Brand Profile

Not yet started

Career History

OPTIMA CAPITAL LLC

Sep 2020 – present

OPTIMA CAPITAL LLC

Nov 2019 – Nov 2020

HILLSBORO, OR

ROYAL ALLIANCE ASSOCIATES, INC.

Nov 2018 – Jun 2020

HILLSBORO, OR

SIGNATOR INVESTORS, INC.

May 2016 – Nov 2018

HILLSBORO, OR

TRANSAMERICA FINANCIAL ADVISORS, INC.

Sep 2014 – May 2016

HILLSBORO, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 63

Series 65

Registration record

First registered · September 17, 2014

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPTIMA CAPITAL LLC

CRD 310146 · SEC 801-120712

AUM

$248M

Regulatory assets under management

Employees

1,375 client accounts

Services offered by OPTIMA CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OPTIMA CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Justin Allen Boggs offer?

Justin Allen Boggs specializes in Financial Planning, Investment Management. Contact their office in HILLSBORO, Oregon for a consultation.

What are Justin Allen Boggs's credentials?

Justin Allen Boggs holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Justin Allen Boggs located?

Justin Allen Boggs is based in HILLSBORO, Oregon, working with OPTIMA CAPITAL LLC. Their office serves clients in the HILLSBORO metropolitan area and surrounding communities.

How does Justin Allen Boggs charge for services?

Justin Allen Boggs's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPTIMA CAPITAL LLC?

OPTIMA CAPITAL LLC has approximately 6 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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