Erin Botsford, financial advisor Alpharetta GA
96 score

Erin Botsford

CRD Number: 1951223
Current Firm: Merit Financial Advisors

Erin Botsford (CRD# 1951223) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 28 years of experience in the finance industry. Erin Botsford 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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Professional Designations
Company Name Location Dates Years
Merit Financial Group Alpharetta, GA Dec 2017 - Current < 1
Lifestyle Planning Solutions, LLC Frisco, TX Jun 2012 - Current 5
Lpl Financial, LLC Frisco, TX May 2012 - Current 5
The Botsford Group Frisco, TX Jun 1995 - Current 22
Stratos Wealth Partners, Ltd Frisco, TX Mar 2013 - Dec 2017 4
Dewaay Financial Network Frisco, TX May 2010 - May 2012 2
Dewaay Advisory Frisco, TX May 2010 - May 2012 2
Biltmore Capital Advisors Frisco, TX Jun 2007 - May 2012 4
Fsc Securities Corporation Atlanta, GA Jan 2006 - May 2010 4
Fsc Agency Atlanta, GA Jan 2006 - May 2010 4
Fsc Securities Corporation Ria Atlanta, GA Jan 2006 - May 2010 4
Biltmore Capital Advisors Atlanta, GA Aug 2007 - Apr 2008 < 1
Biltmore Capital Advisors Frisco, TX May 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
Contact Info for Erin T. Botsford
Phone Number: 678-867-7050
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    850
    MILLIONS
  • Total Number of Accounts
    3,590
    ACCOUNTS
  • Average Account Value
    $236,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, KY, LA, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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