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R.P. BOGGS & CO.
R.P. BOGGS & CO.
LAKE WYLIE, South Carolina
·
4 registered advisors
·
CRD# 134217
SEC# 801-113237
1
803-831-0911
01
Firm Overview
AUM
$235M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at R.P. BOGGS & CO.
4 registered advisors
Debra Lynn Dagilus
LAKE WYLIE, South Carolina
CRD# 4212832
Derek Martin Lewis
LAKE WYLIE, South Carolina
CRD# 5701113
Robert Paul Boggs
LAKE WYLIE, South Carolina
CRD# 2681427
Samuel Dean Swisher
LAKE WYLIE, South Carolina
CRD# 4871405
05
Office Locations
LAKE WYLIE, South Carolina
4 advisors
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Data sourced from SEC Form ADV filings. R.P. BOGGS & CO. (CRD# 134217) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.