Lester BotkinCRD Number: 5415536
Current Firm: Private Advisor Group, LLC
Lester Botkin (CRD# 5415536) is an Investment Advisor Representative working at Private Advisor Group, LLC in McMurray, PA and has over 9 years of experience in the finance industry.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
Securities America Advisors, Inc.
|Lpl Financial LLC||Mcmurray, PA||Mar 2015 - Current||1|
|Private Advisor Group, LLC||Morristown, NJ||Mar 2015 - Current||1|
|Morgan Stanley Smith Barney||Upper St. Clair, PA||Jun 2009 - Mar 2015||5|
|Citigroup Global Markets Inc.||Upper St. Clair, PA||Sep 2007 - Jun 2009||1|
|Ohio State University||Columbus, OH||Sep 2006 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management10,642MILLIONS
Total Number of Accounts48,558ACCOUNTS
Average Account Value$219,167
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops