Advisor at Aggregate Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Aggregate Financial Services, Inc.
Location
Navarre, FL
Credentials
Series 63, Series 65
Industry experience
15 years
Louis Bojorquez is a financial advisor with Aggregate Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining Aggregate, he served as Regional Vice President at Beacon Capital Management, Inc. for nine years. Aggregate Financial Services, Inc. provides investment advisory and financial planning services to individual clients, offering portfolio management, retirement planning, and estate-planning reviews. The firm uses asset allocation as a core framework and employs strategies such as dollar-cost averaging and technical analysis, with accounts monitored regularly.
Fixed fees range from $1,500 to $4,000 per project
1.00% annually
$150 - $200 per hour
Fee-only: Hourly fees range from $150 - $200 per hour; Fixed fees range from $1,500 to $4,000 per project
Navarre, FL
California · Florida
Aggregate Financial Services, Inc.
2025 - Present (1 year)
Beacon Capital Management, Inc.
2017 - Present (9 years)
BIC Distributors, LLC
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
Lucia Securities, LLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Navarre, FL
Koi Portfolio Management, LLC
Series 63, Series 65
Gulf Breeze, FL
Plan For Your Goals, LLC
Series 63, Series 65
Gulf Breeze, FL
Tip Top Financial Advisors
ChFC®, Series 63, Series 65
Navarre, FL
Callahan Investment Advisor, LLC
PFS™, Series 66
Navarre, FL
FIA Services, Inc.
Series 63, Series 65
Navarre, FL
Jackson Money Management, Incorporated
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