Home Alts News Former Morgan Stanley Advisors with $650 Million in Assets Join LPL Financial

Former Morgan Stanley Advisors with $650 Million in Assets Join LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors.

Pinnacle chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage and retirement plan assets. They join LPL from Morgan Stanley.

With nearly a century of combined experience, Pinnacle Private Wealth have worked together for several years, taking a team approach for relationship building, investment management, comprehensive financial planning, cash flow management, research, analytics and more. Located in the scenic Puget Sound region in Bellevue, Washington, they are joined by four support staff members.

“We all came into this business with the goal of helping people make good choices with their money,” Eberle said. “Our business is driven by personal relationships with our clients. It’s so satisfying to help them with the burden of managing their wealth, taking some of the stress off their plates so they can focus more on living a more fulfilled life.”

LPL supports approximately 22,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

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