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LPL Financial Welcomes Oxford Oaks Capital to Linsco Channel
LPLALPL Financial(LPLA) GlobeNewswire·2025-03-27 12:55

Core Insights - LPL Financial LLC has announced that financial advisor Austin Greer has joined its employee advisor channel, Linsco by LPL Financial, to establish Oxford Oaks Capital, managing approximately 600millioninadvisory,brokerage,andretirementplanassets[1][2]Group1:AdvisorBackgroundandExperience−AustinGreerhasover17yearsofexperienceinthefinancialservicesindustry,focusingonretirementincomeplanning,tax,andestateplanningforhigh−net−worthclients[2]−GreertransitionedfromapotentialcareerasahighschoolEnglishteachertofinancialservices,followinghisfather′spath[2]Group2:TeamComposition−TheteamincludesWealthAdvisorJohnDunahoo,whohasbeenwiththefirmforover11years,andSeniorLPLRegisteredServiceAssociateStephanieDePriest,whojoinedin2020,bothcontributingsignificantknowledgeandaclient−firstapproach[3]Group3:ReasonsforTransitiontoLPL−Theteamsoughtmoreautonomy,enhancedtechnology,andofficeefficiencies,leadingthemtochooseLPLfortheirnextbusinesschapter[4]−TheLinscomodelappealedtotheteamforitsindependence,allowingthemtoownclientrelationshipsandoperateflexibly[4]Group4:BenefitsofJoiningLPL−GreerhighlightedLPL′sinvestmentinresourcesandtechnologyasakeyfactorintheirdecision,anticipatingincreasedofficeefficienciesandenhancedservicecapabilities[5]−Thepro−advisorcultureatLPLallowstheteamtofocusondeliveringexceptionalclientservice[5]Group5:CompanyOverview−LPLFinancialHoldingsInc.isoneofthefastest−growingwealthmanagementfirmsintheU.S.,supportingnearly29,000financialadvisorsandmanagingapproximately600 million in advisory, brokerage, and retirement plan assets [1][2] Group 1: Advisor Background and Experience - Austin Greer has over 17 years of experience in the financial services industry, focusing on retirement income planning, tax, and estate planning for high-net-worth clients [2] - Greer transitioned from a potential career as a high school English teacher to financial services, following his father's path [2] Group 2: Team Composition - The team includes Wealth Advisor John Dunahoo, who has been with the firm for over 11 years, and Senior LPL Registered Service Associate Stephanie DePriest, who joined in 2020, both contributing significant knowledge and a client-first approach [3] Group 3: Reasons for Transition to LPL - The team sought more autonomy, enhanced technology, and office efficiencies, leading them to choose LPL for their next business chapter [4] - The Linsco model appealed to the team for its independence, allowing them to own client relationships and operate flexibly [4] Group 4: Benefits of Joining LPL - Greer highlighted LPL's investment in resources and technology as a key factor in their decision, anticipating increased office efficiencies and enhanced service capabilities [5] - The pro-advisor culture at LPL allows the team to focus on delivering exceptional client service [5] Group 5: Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and managing approximately 1.7 trillion in brokerage and advisory assets for around 6 million Americans [7]