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Aimee Boggs

29 Years of Experience
Ponte Vedra Beach, FL
3 DisclosuresBroker

Aimee Boggs is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2003
Denied
Customer Dispute
March 2003
Settled
Customer Dispute
September 2001
Denied
Other Business Activities

Aimee is a limited partner in CTAP LLC, a business managed by her siblings, and also a partner in CTAP, LLC which owns commercial real estate. She also teaches yoga part-time at The Gate Corporation, spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2013 - Present · 12 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Morgan Stanley
June 2009 - November 2013 · 4 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2013 · 4 yrs 5 mos
Citigroup Global Markets INC.
September 1996 - June 2009 · 12 yrs 9 mos
Citigroup Global Markets INC.Broker
September 1996 - June 2009 · 12 yrs 9 mos
State Registrations34 states
ALAZCACOCTDEFLGAILINKYMAMDMEMIMNMOMSNCNDNHNJNMNYOHOKORPASCTNTXUTVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Aimee Boggs - Financial Advisor | TrueAdvisor