LPL Financial Recruits $300 Million Advisor Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Todd Stabler and Dave Mantell of Stabler Wealth Management to its broker-dealer and corporate registered investment advisor (RIA) platforms, leveraging LPL as custodian.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Todd Stabler and Dave Mantell of Stabler Wealth Management to its broker-dealer and corporate registered investment advisor (RIA) platforms, leveraging LPL as custodian.
The advisors serve approximately $300 million in brokerage and advisory assets and join from KMS Financial Services, part of the Advisor Group network.
Stabler founded Stabler Wealth Management in 1989 in his hometown of Bellevue, Washington, and Mantell partnered with him in 2017. The firm is supported by four staff members and provides full-service financial planning with an emphasis on tax and estate planning strategies.
LPL Financial provides service to approximately $762 billion in brokerage and advisory assets as of June 30, 2020. The company provides proprietary technology, clearing services, practice management programs and training, and independent research to 16,973 financial advisors.
