Matthew Botkin is a CFP, PFS-designated registered investment advisor, based in Parkland, FL, with 13 years of industry experience.
Location
Parkland, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew sells equity indexed annuities through Avantax Insurance Agency LLC, dedicating minimal time to this activity. He also works as an attorney and is involved in several businesses and trusts, including Building Financial Solutions, Inc., where he spends about a quarter of his time providing tax and financial solutions.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations15 states
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