Hybrid managing $300 million joins LPL from KMS

Stabler Wealth Management, a hybrid managing $300 million in Bellevue, Washington, has switched its affiliation from KMS Financial Services, part of Advisor Group, to LPL Financial. Stabler will use LPL’s broker-dealer and registered investment adviser platforms.

Todd Stabler founded the firm in 1989 and was joined in 2017 by Dave Mantell, a long-time family friend who had been a vice president of a portfolio management team at BlackRock.

[More: LPL to pay top dollar for employee reps and advisers]

The post Hybrid managing $300 million joins LPL from KMS appeared first on InvestmentNews.

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