James Bogart

from Bogart Wealth, LLC
SEC regulated
Regulated Investment Advisor
James Bogart is a financial advisor based in Virginia, Mclean, with 17 years of experience. James currently works for Bogart Wealth, LLC. James maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Bogart works at Bogart Wealth, LLC
Bogart Wealth, LLC is a financial advisory firm based in Mclean, Virginia. It currently has approximately $1,496,905,620 of assets under management and employs about 28 people. Bogart Wealth, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
and a percentage of assets under your management
Office location
2010 Corporate Ridge, Suite 650, Mclean, Virginia, 22102

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