Justin Allen Boggs
Investment adviser representative at Optima Capital LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$379.8MFirm assets
Are you Justin Allen Boggs? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Optima Capital LLCMay 2019 to now
- Royal Alliance Associates, Inc.Nov 2018 to May 2020
- Signator Investors, Inc.May 2016 to Nov 2018
- Zahorik Financial and Insurance Services, Inc.Dec 2013 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, TX).
Optima Capital LLC
$379.8MAssets managed
672Clients
6Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6234106
- Firm CRD
- 310146