Adam
Bott

Lpl Financial LLC

CRD#6010725
Investment Advisor
in Loveland, CO

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About this Advisor

Adam Bott is a financial advisor operating out of Loveland, Colorado, with 1 year of relevant experience. Bott currently works for Lpl Financial LLC. During their career, the advisor has held roles at Edward Jones, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Lpl Financial and Points West Community Bank. Bott holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Colorado and Texas. Lpl Financial LLC is an advisory firm operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in total assets across its 1,688,501 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth investors who have at least $1 million in investable assets. Lpl Financial LLC provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by Lpl Financial LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

290 E. 25Th Street, Suite 100
Loveland, CO 80538

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CO Average: $646,059,043
Total Number of Employees

31,366

CO Average: 13
Total Number of Accounts

1,688,501

CO Average: 661
Average Account Size

$217,956

CO Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Adam Bott Work History

Adam has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial

2022 - Present (2 years)

Points West Community Bank

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Bott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Gregory Horn
Lawrenceburg, IN
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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