LPL By The Numbers

(301) 798-7669

info@boggsandcompany.com

Account View

Home
About Us
Services
Resources
Monthly Newsletter
Blog
Contact Us

Account View

Contact

Toll-Free: (800) 935-6976

Office: (301) 798-7669

Fax: (301) 798-9641

29 North Liberty Street

The Dajhana Building

Cumberland, MD 21502

info@boggsandcompany.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WV.

©2025, Boggs & Company Wealth Management, All Rights Reserved.

Providing our clients and their loved ones with objective and value-driven financial guidance.

Quick Links

Home
About Us
Our Team
Services
Resources
Contact Us
Site Map

Contact Us

Cumberland, MD
Bethesda, MD
Everett, PA
Bedford, PA
McHenry, MD

Toll Free: (800) 935-6976
Main: (301) 798-7669
Fax: (301) 798-9641

info@boggsandcompany.com

Research

BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms.