Lawrence J. Botzman Cfp

Lawrence J. Botzman Cfp (CRD# 122310) is a financial advisory firm headquartered in Somerset, KY. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Lawrence J. Botzman Cfp
Showing 1 - 2 of 2 top financial advisors.
1
Lawrence J. Botzman
CRD#: 2188701
406 East Mount Vernon Street, Somerset, KY 42501
96
Wealthminder
score

Lawrence Botzman (CRD# 2188701) is an Investment Advisor Representative working at Lawrence J. Botzman Cfp in Somerset, KY and has over 24 years of experience in the finance industry. Lawrence Botzman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Walter Broyles
CRD#: 6440717
406 East Mount Vernon Street, Somerset, KY 42501
91
Wealthminder
score

Walter Broyles (CRD# 6440717) is an Investment Advisor Representative working at Lawrence J. Botzman Cfp in Somerset, KY and has over 2 years of experience in the finance industry. Walter Broyles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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