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LPL Partners With The Botsford Group
Eliane Chavagnon
16 May 2012
LPL Financial, a subsidiary of LPL Investment Holdings, has
added wealth management firm, The Botsford Group, to
its platform. The Botsford Group has $560 million in brokerage and advisory
assets and is led by chief executive, Erin Botsford. The team also comprises seven
wealth advisors, six enhanced service advisors and three special services
associates. Botsford said in a statement she has observed a “surge of inbound prospective
client inquiries from households,” reflecting “record-high anxieties among
Americans on whether they will outlive their money". Going forward, the group will provide access to fee-based services to
clients as investment advisory representatives, under the LPL Financial
corporate registered investment advisor, and commission-based services via the
LPL’s broker-dealer structure. LPL Financial and its affiliates have approximately 2,700
employees with headquarters in Boston, MA, Charlotte, NC, and San Diego, CA. The Botsford Group was founded in 1989 and has offices in
Frisco, TX and Atlanta, GA.