Press release
LPL Financial Welcomes Oxford Oaks Capital to Linsco Channel
SAN DIEGO, March 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Austin Greer, CRPS ®, has joined LPL’s employee advisor
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, March 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Austin Greer, CRPS ®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Oxford Oaks Capital of LPL Financial. He reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS. Based in the Linsco office in Franklin, Tenn., Greer originally set out to become a high school English teacher before following his father’s footsteps into financial services. He appreciates the educational component of his role as a financial advisor to help clients understand their investments. Now with more than 17 years of industry experience, Greer focuses on retirement income planning, as well as tax and estate planning for high-net-worth clients, including business owners and doctors. Wealth Advisor John Dunahoo has been with the team for more than 11 years and Senior LPL Registered Service Associate Stephanie DePriest joined the firm in 2020, both bringing a wealth of knowledge and a client-first approach to the practice. “Our practice is very familial and holistic, with a friendly feel in our communications and approach,” Greer said. “We ask a lot of questions before putting together personalized, strategic financial plans and portfolios designed to help take the stress off our clients. We often tell clients, ‘We love investments, so you don’t have to.’” Why they made the move to Linsco by LPLLooking for more autonomy, enhanced technology and office efficiencies, the team turned to LPL for the next chapter of its business. They were drawn to the Linsco model, which serves financial advisors seeking the core tenets of independence, including owning their client relationships and having flexibility to run their practice, their way. With Linsco, advisors have access to LPL’s integrated wealth management platform and robust business resources, along with the additional benefits of having support from an experienced branch management team, dedicated marketing consultant and other resources that allow advisors to focus on their clients. “LPL’s robust investment in resources and technology was a compelling factor in our decision to make this transition,” Greer said. “We anticipate increased office efficiencies, streamlined operations and enhanced service capabilities. W...