Botsford Group Joins LPL Financial Platform

May 16, 2012

On May 14, 2012, LPL Financial LLC, a wholly owned subsidiary of LPL Investment Holdings Inc., announced that wealth management firm The Botsford Group had joined its platform. 


On May 14, 2012, LPL Financial LLC, a wholly owned subsidiary of LPL Investment Holdings Inc., announced that wealth management firm The Botsford Group had joined its platform.  As a result of the transaction, The Botsford Group will provide services as Investment Advisory Representatives through the LPL Financial corporate Registered Investment Advisor, and will provide commission-based services through the LPL Financial broker-dealer structure.  LPL Financial LLC is a leading independent broker-dealer, RIA custodian and independent consultant to retirement plants.  The Botsford Group, with offices in Frisco, Texas and Atlanta Georgia, is a wealth management firm with approximately $560 million in assets under management.  The terms of the transaction were not disclosed.

To read the press release, please click here.


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Investment Manager Strategic Investments, Transactions