Back to LPLA
LPL Financial Welcomes The Botsford Group to Platform; Comprehensive Wealth Management Firm Brings $560 Million in Total Brokerage and Advisory Assets

BOSTON, May 14, 2012 /PRNewswire/ -- LPL Financial LLC, the nation's largest independent broker-dealer* and a wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), today welcomed The Botsford Group to its platform.

With offices in Frisco, Texas and Atlanta, Georgia, The Botsford Group is a comprehensive wealth management firm with over $560 million in total brokerage and advisory assets through LPL Financial. Led by the firm's CEO, Erin Botsford, The Botsford Group today serves clients throughout the United States and encompasses seven Wealth Advisors, six Enhanced Service Advisors and three Special Services Associates. Ms. Botsford has received extensive industry recognition in the past, including being named to the Barron's Top 100 Women Financial Advisors in 2008, 2009 and 2010 and Barron's Top 100 Independent Financial Advisors in 2008 and 2009 (based on assets managed, revenue and quality of practice). She is the author of "The Big Retirement Risk: Running Out of Money Before You Run Out of Time," a best-selling book on managing wealth in retirement.

Founded in 1989, the firm specializes in Asset Protection strategies, with its proprietary investing approach, Lifestyle Driven Investing(TM), serving as the foundation upon which a client's financial security is built.

Erin Botsford, CEO of The Botsford Group, said, "With the popularity of my book on retirement planning, our firm has experienced a surge of inbound prospective client inquiries from households across the nation, reflecting record-high anxieties among Americans on whether they will outlive their money. We are excited to affiliate our financial advisors with a broker-dealer that has the industry-leading resources and scale to best support our continued efforts to get my message out to the millions of Americans across this country that are in dire need of more effective retirement planning. We look forward to working not only with LPL Financial, but with its extensive community of financial advisors in ensuring that the massive volume of demand that our firm is facing for retirement planning is thoroughly addressed."

Derek Bruton, Managing Director and National Sales Manager for LPL Financial, said, "It is with great pleasure that we welcome The Botsford Group to LPL Financial. We are honored that this leading comprehensive wealth management firm has chosen to partner with us, and we look forward to utilizing our industry-leading resources, scale and services to help drive the firm's ongoing growth and success."

Going forward, The Botsford Group will provide access to fee-based services to clients as Investment Advisory Representatives (IARs) under the LPL Financial corporate Registered Investment Adviser (RIA) and commission-based services through the LPL Financial broker-dealer structure.

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2011), a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 12,900 financial advisors and approximately 680 financial institutions. In addition, LPL Financial supports over 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,700 employees with headquarters in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

The financial advisors at The Botsford Group are registered Representatives with and securities and advisory services are offered through LPL Financial. Member FINRA/SIPC

*Based on total revenues, Financial Planning magazine, June 1996-2011

About The Botsford Group

With offices in Frisco, Texas and Atlanta, Georgia, The Botsford Group is a comprehensive wealth management firm with over $560 million in total brokerage and advisory assets, serving clients throughout the United States. Led by the firm's CEO, Erin Botsford, the best-selling author of "The Big Retirement Risk: Running Out of Money Before You Run Out of Time," the firm encompasses seven Wealth Advisors, six Enhanced Service Advisors and three Special Services Associates. For more information, please visit http://botsfordfinancial.com.

LPLA-A

LPL Financial Media Contacts
Joseph Kuo / Chris Clemens
Haven Tower Group LLC
(206) 420 3851 or (206) 420 1525
jkuo@haventower.com or cclemens@haventower.com

SOURCE LPL Financial LLC

Copyright (2014) PR Newswire. All Rights Reserved.
Back to LPLA
Wikinvest © 2006, 2007, 2008, 2009, 2010, 2011, 2012. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. Market data by Xignite. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.
Powered by MediaWiki