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Robert Paul Boggs

R.P. BOGGS & CO.·LAKE WYLIE, South Carolina
Series 7, Series 24, Series 52, Series 63, Series 66Clean record25 years registeredR.P. BOGGS & CO.
4100 CHARLOTTE HWY., LAKE WYLIE, SC 29710CRD# 2681427Firm CRD# 134217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Paul Boggs · LAKE WYLIE, SC
Registration
CRD #2681427 · R.P. BOGGS & CO. · 25 years registered
Brand Profile
Not yet started
01

Career History

CATAWBA RIVER CAPITAL
Mar 2006 – present
RAYMOND JAMES FINANCIAL SERVICES
Oct 2000 – Mar 2006
LAKE WYLIE, SC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 52
Series 63
Series 66
Registration record
First registered · October 6, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
R.P. BOGGS & CO.
CRD 134217 · SEC 801-113237
AUM
$235M
Regulatory assets under management
Employees
4
820 client accounts
Services offered by R.P. BOGGS & CO.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at R.P. BOGGS & CO. →
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05

Frequently Asked Questions

What services does Robert Paul Boggs offer?
Robert Paul Boggs specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE WYLIE, South Carolina for a consultation.
What are Robert Paul Boggs's credentials?
Robert Paul Boggs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Paul Boggs located?
Robert Paul Boggs is based in LAKE WYLIE, South Carolina, working with R.P. BOGGS & CO.. Their office serves clients in the LAKE WYLIE metropolitan area and surrounding communities.
How does Robert Paul Boggs charge for services?
Robert Paul 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 R.P. BOGGS & CO.?
R.P. BOGGS & CO. has approximately 4 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at R.P. BOGGS & CO.

Samuel Dean Swisher
LAKE WYLIE, SC
Derek Martin Lewis
LAKE WYLIE, SC
CFP

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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