Louis R. Bojorquez

AGGREGATE FINANCIAL SERVICES

SAN JUAN CAPISTRANO, CA

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CRD#: 4533094

Professional summary

Louis Robert Bojorquez, who also goes by Lou Bojorquez, is a registered financial advisor currently at AGGREGATE FINANCIAL SERVICES, INC. located in San Juan Capistrano, California.

Louis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Louis has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lou Bojorquez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BEACON CAPITAL MANAGEMENT, INVESTMENT RELATED, DAYTON, OHIO, INVESTMENT ADVISORY FIRM, REGIONAL VICE PRESIDENT, 12/2017, 160 HOURS PER MONTH, ALL DURING TRADING HOURS, DUTIES OF REGIONAL VP.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis Robert Bojorquez's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 12, 2025 - Present

AGGREGATE FINANCIAL SERVICES, INC.

RIA

CRD#: 324945

SAN JUAN CAPISTRANO, CA

Past

September 7, 2016 - December 13, 2016

BIC DISTRIBUTORS, LLC

CRD#: 152860

PHOENIX, AZ

Past

October 7, 2015 - August 15, 2016

LUCIA SECURITIES, LLC

CRD#: 37179

NEWPORT BEACH, CA

Past

April 14, 2010 - July 7, 2015

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

April 1, 2006 - March 4, 2010

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622

NEW YORK CITY, NY

Past

October 20, 2004 - April 1, 2006

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Past

October 5, 2004 - April 6, 2006

TOWER SQUARE SECURITIES, INC.

RIA

CRD#: 833

LAGUNA BEACH, CA

Past

September 5, 2002 - August 11, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NEWPORT BEACH, CA

Past

June 21, 2002 - August 11, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/17/2025)

IAR

Florida
(2/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/12/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/14/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/13/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/20/2002

General Securities Representative Examination

Current Firm

AGGREGATE FINANCIAL SERVICES, INC.

CRD#: 324945 / SEC#:

California

Registered Investment Advisory firm - (4/17/2025 Approved)

Florida

Registered Investment Advisory firm - (8/10/2023 Approved)

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Contact information

Main Address

Navarre, FL

Mailing Address

2229 Prytania Circle, Navarre, FL 32566

Phone number

(850) 706-9630

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Advisor Monitoring

Firm Stability Insights

Louis R. Bojorquez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis Robert Bojorquez's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIC DISTRIBUTORS, LLC

LUCIA SECURITIES, LLC

TRANSAMERICA CAPITAL, LLC

METLIFE INVESTORS DISTRIBUTION COMPANY

TOWER SQUARE SECURITIES, INC.

TOWER SQUARE SECURITIES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2024

Series 63

Date: 8/14/2002

SIE

Date: 12/13/2016

Series 7

Date: 6/20/2002

Current Firm

AGGREGATE FINANCIAL SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AGGREGATE FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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