Lester Botkin
Lester Botkin is a registered investment advisor at Private Advisor Group, LLC, based in Mcmurray, PA, with 28 years of industry experience. Lester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
2948 Washington Road, Mcmurray, PA, 15317
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Regulatory History (1)
Customer Dispute
December 2010Other Business Activities
Lester operates under multiple DBAs for his LPL business, including Botkin Family Wealth Management and Botkin Financial Advisors. He is also an Investment Adviser Representative with Private Advisor Group, dedicating his full time to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Hefren-Tillotson, INC.
Hefren-Tillotson, INC.Broker
Wheat, First Securities, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.