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Financial Advisory  + Broker/Dealers  + RIAs & Financial Advisors  | 
LPL Lures $130M PA Advisor Duo from Ameriprise

LPL Lures $130M PA Advisor Duo from Ameriprise

LPL Financial LLC has added two former Ameriprise Financial advisors, Matthew Best and Michael Moore of Shippenville, PA-based Best Wealth Management, to its broker-dealer, RIA and custodial platforms with approximately $130 million in advisory, brokerage and retirement plan assets.

The duo is joined by office assistant Drew Wrhen.

“We appreciate that LPL does not offer any proprietary investment products and gives us the flexibility to run our practice how we see fit,” adding that LPL also provides “a much wider range of products, tools and resources” to help the team differentiate itself.

Best has been in the industry since 1998, according to his BrokerCheck record, when he registered with The Investment Center. He has also been registered with Blue Vase Securities, Financial Network Investment Corp., Investment Professionals, and Ameriprise.

Moore first registered with Edward Jones in 2014, and has also been registered with Ameriprise, according to his BrokerCheck report.

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Inside The Story

LPL Financial

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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