LPL Financial Expands Its Reach with Oxford Oaks Capital Partnership
In a significant move poised to enhance its market presence, LPL Financial LLC announced today that financial advisor Austin Greer, CRPS, has joined the firm under its employee advisor channel, Linsco by LPL Financial, to initiate Oxford Oaks Capital of LPL Financial. This partnership aims to bolster LPL s capabilities in serving clients through financial advisory, brokerage, and retirement planning services.
Austin Greer arrives at LPL Financial with a robust portfolio, managing around $600 million in advisory, brokerage, and retirement plan assets. Previously, he was associated with UBS, where he honed his expertise in the financial services sector. Greer s decision to transition to LPL reflects a growing trend among advisors seeking more autonomy and resources to better serve their clients.
LPL Financial has recently made
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