LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.* A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on their clients. Our partnership with LPL Financial enables us to focus on what we do best: helping you protect and grow your wealth.
With headquarters on both coasts, LPL Financial supports Botkin Family Wealth Management by offering a robust mix of services and tools such as enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research.
LPL Financial understands that providing Americans with customized investment advice is critical to their financial well-being. Because the firm has no proprietary products to sell, Botkin Family Wealth Management can provide truly independent investment advice and recommendations.
For more information about LPL Financial, please visit www.lpl.com.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Private Advisor Group
As a member of Private Advisor Group, a nationwide network of professional financial advisors, Botkin Family Wealth Management receives world-class service, vigilant risk management and access to a community of like-minded advisors with whom we share best practices. By outsourcing compliance functions, we are able to focus our attention fully on delivering the best service and solutions for our clients.
We share Private Advisor Group’s focus on delivering customized, comprehensive financial advice that helps our clients pursue their unique financial goals. And because we are independent, we are able to provide you with the widest selection of investment options available without being beholden to proprietary products or quotas.
