Erin T. Botsford
Nessuna posizione attualmente
Profilo
Ms. Erin T.
Botsford is Co-Founder & Investment Advisor Representative at Biltmore Capital Advisors LLC and an Advisor at Texas Women Ventures Fund.
She co-founded Biltmore Capital Advisors in June 2007.
Ms. Botsford began her financial planning career in 1989 with A.G Edwards and Sons.
Her rise from a life of poverty and misfortune to become one of the Top Financial Planners in the country is a story that has been featured in numerous articles and publications, including Barron’s magazine 2008 and 2009 Top 100 Women Financial Advisers and Top 100 Independent Financial Advisers, Kemper’s Success Stories, Investment News, The Dallas Morning News, The Dallas Business Journal, and Real Woman magazine’s From Broke to Bountiful.
Precedenti posizioni note di Erin T. Botsford
| Società | Posizione | Fine |
|---|---|---|
A.G. Edwards, Inc.
 A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Biltmore Capital Advisors LLC
 Biltmore Capital Advisors LLC Investment ManagersFinance Biltmore Capital Advisors LLC (Biltmore Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Princeton, New Jersey and has additional office in Boca Raton, Florida. The firm was founded in 2007 by Daniel Vernon and became a subsidiary of Merit Financial Group LLC, a subsidiary of Merit Financial, Inc., in 2022. Biltmore Capital offers wealth management services to high-net-worth clients, charitable organizations and corporations. | Fondatore | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
Biltmore Capital Advisors LLC
Biltmore Capital Advisors LLC Investment ManagersFinance Biltmore Capital Advisors LLC (Biltmore Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Princeton, New Jersey and has additional office in Boca Raton, Florida. The firm was founded in 2007 by Daniel Vernon and became a subsidiary of Merit Financial Group LLC, a subsidiary of Merit Financial, Inc., in 2022. Biltmore Capital offers wealth management services to high-net-worth clients, charitable organizations and corporations. | Finance |
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