Louis R. Bojorquez
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Louis Robert Bojorquez, who also goes by Lou Bojorquez, was a registered financial professional .
Louis is a previously registered financial professional and started their career in finance in 2002. Louis had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 12, 2025 - June 15, 2026
AGGREGATE FINANCIAL SERVICES, INC.
September 7, 2016 - December 13, 2016
BIC DISTRIBUTORS, LLC
October 7, 2015 - August 15, 2016
LUCIA SECURITIES, LLC
April 14, 2010 - July 7, 2015
TRANSAMERICA CAPITAL, LLC
April 1, 2006 - March 4, 2010
METLIFE INVESTORS DISTRIBUTION COMPANY
October 20, 2004 - April 1, 2006
TOWER SQUARE SECURITIES, INC.
October 5, 2004 - April 6, 2006
TOWER SQUARE SECURITIES, INC.
September 5, 2002 - August 11, 2004
CITIGROUP GLOBAL MARKETS INC.
June 21, 2002 - August 11, 2004
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
AGGREGATE FINANCIAL SERVICES, INC.
CRD#: 324945 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 554,175 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
