Lester Botkin is a registered investment advisor at LPL Financial LLC, based in Mcmurray, PA, with 29 years of industry experience. Lester is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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