Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
43yrs
Mark Eberle is a fiduciary financial advisor in Bellevue, Washington, with 43 years in the industry. After 14 years at Morgan Stanley and a year at Morgan Stanley & Co., Mark joined LPL Financial in 2023, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Washington
Office10900 NE 4th Street, Suite 2260, Bellevue, WA 98004
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2009 – 2023Morgan StanleyPreviously
- Mar 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 1993 – 2008Citigroup Global Markets Inc.Previously
Contact Mark
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Mark. 10900 NE 4th Street, Suite 2260Bellevue, WA 98004Office · Get directions Facebook pageLPL Financial
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call LPL Financial at (704) 733-3300 and ask for Mark Eberle. Mark works from the Bellevue, WA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1983, about 43 years. Top 1% by experience in Washington.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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