Louis Bojorquez is a registered investment advisor at Aggregate Financial Services, INC., based in Navarre, FL, with 15 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 20 clients with $550K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Navarre, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Louis is a Regional Vice President at Beacon Capital Management, an investment advisory firm, since 2017. This role takes up nearly all of Louis's time.
Employment History
Current Registrations
Aggregate Financial Services, INC.
Previous Registrations
Bic Distributors, LLCBroker
Lucia Securities, LLCBroker
Transamerica Capital, INC.Broker
Metlife Investors Distribution CompanyBroker
Tower Square Securities, INC.Broker
Tower Square Securities, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
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.