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Aimee Boggs

Raymond James & Associates, INC.
30 Years of Experience
Ponte Vedra Beach, FL
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Aimee Boggs is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 30 years of industry experience. Aimee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

Get directions

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
View Full SEC ReportHow to Read Disclosures
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 11 mos
Raymond James & Associates, INC.Broker
November 2013 - Present · 12 yrs 11 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 Registrations35 states
ALAZCACOCTDEFLGAILINKYMAMDMEMIMNMOMSNCNDNHNJNMNYOHOKORPASCTNTXUTVAWAWI
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.
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