Braden Botkin is a CFA, CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Braden operates under the DBA Botkin Investment Services for his LPL business since 2019. This activity is investment-related and takes up 100% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Madison Avenue Advisors, INC.
State Registrations8 states
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