LPL Financial Welcomes Oxford Oaks Capital to Linsco Channel
LPL Financial (LPLA) has announced that financial advisor Austin Greer has joined their employee advisor channel, Linsco by LPL Financial, to launch Oxford Oaks Capital. Greer, who transitions from UBS, brings approximately $600 million in advisory, brokerage and retirement plan assets to LPL.
Based in Franklin, Tennessee, Greer's team includes Wealth Advisor John Dunahoo and Senior LPL Registered Service Associate Stephanie DePriest. The practice specializes in retirement income planning, tax and estate planning for high-net-worth clients, particularly business owners and doctors.
The team chose LPL's Linsco model for its enhanced technology, office efficiencies, and greater autonomy. This model allows advisors to maintain ownership of client relationships while accessing LPL's integrated wealth management platform and business resources.
LPL Financial (LPLA) ha annunciato che il consulente finanziario Austin Greer si è unito al loro canale di consulenti dipendenti, Linsco di LPL Financial, per lanciare Oxford Oaks Capital. Greer, che proviene da UBS, porta con sé circa 600 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici a LPL.
Con sede a Franklin, Tennessee, il team di Greer include il Consulente Patrimoniale John Dunahoo e l'Associato di Servizio Registrato Senior di LPL, Stephanie DePriest. La pratica si specializza nella pianificazione del reddito pensionistico, nella pianificazione fiscale e patrimoniale per clienti ad alto patrimonio netto, in particolare proprietari di aziende e medici.
Il team ha scelto il modello Linsco di LPL per la sua tecnologia avanzata, le efficienze operative e una maggiore autonomia. Questo modello consente ai consulenti di mantenere la proprietà delle relazioni con i clienti, accedendo al piattaforma integrata di gestione patrimoniale e risorse aziendali di LPL.
LPL Financial (LPLA) ha anunciado que el asesor financiero Austin Greer se ha unido a su canal de asesores empleados, Linsco de LPL Financial, para lanzar Oxford Oaks Capital. Greer, que proviene de UBS, aporta aproximadamente 600 millones de dólares en activos de asesoría, corretaje y planes de jubilación a LPL.
Con sede en Franklin, Tennessee, el equipo de Greer incluye al Asesor Patrimonial John Dunahoo y a la Asociada de Servicio Registrada Senior de LPL, Stephanie DePriest. La práctica se especializa en planificación de ingresos de jubilación, planificación fiscal y patrimonial para clientes de alto patrimonio, especialmente propietarios de negocios y médicos.
El equipo eligió el modelo Linsco de LPL por su tecnología mejorada, eficiencias de oficina y mayor autonomía. Este modelo permite a los asesores mantener la propiedad de las relaciones con los clientes mientras acceden a la plataforma integrada de gestión patrimonial y recursos empresariales de LPL.
LPL Financial (LPLA)는 재정 상담사 Austin Greer가 LPL Financial의 직원 상담사 채널인 Linsco에 합류하여 Oxford Oaks Capital을 출범했다고 발표했습니다. UBS에서 전환한 Greer는 약 6억 달러의 자문, 중개 및 퇴직 계획 자산을 LPL에 가져옵니다.
테네시주 프랭클린에 본사를 둔 Greer의 팀에는 자산 상담사 John Dunahoo와 LPL의 선임 등록 서비스 협력자 Stephanie DePriest가 포함되어 있습니다. 이 팀은 고액 자산 고객, 특히 사업주와 의사를 위한 퇴직 소득 계획, 세금 및 유산 계획을 전문으로 합니다.
이 팀은 향상된 기술, 사무 효율성 및 더 큰 자율성을 위해 LPL의 Linsco 모델을 선택했습니다. 이 모델은 상담사가 고객 관계의 소유권을 유지하면서 LPL의 통합 자산 관리 플랫폼과 비즈니스 리소스에 접근할 수 있도록 합니다.
LPL Financial (LPLA) a annoncé que le conseiller financier Austin Greer a rejoint leur canal de conseillers employés, Linsco par LPL Financial, pour lancer Oxford Oaks Capital. Greer, qui passe de UBS, apporte environ 600 millions de dollars d'actifs en conseil, courtage et plans de retraite à LPL.
Basé à Franklin, Tennessee, l'équipe de Greer comprend le Conseiller en Patrimoine John Dunahoo et l'Associé de Service Enregistré Senior de LPL, Stephanie DePriest. La pratique se spécialise dans la planification des revenus de retraite, la planification fiscale et successorale pour des clients à haute valeur nette, en particulier des propriétaires d'entreprises et des médecins.
L'équipe a choisi le modèle Linsco de LPL pour sa technologie améliorée, son efficacité de bureau et sa plus grande autonomie. Ce modèle permet aux conseillers de conserver la propriété des relations avec les clients tout en accédant à la plateforme de gestion de patrimoine intégrée et aux ressources commerciales de LPL.
LPL Financial (LPLA) hat angekündigt, dass der Finanzberater Austin Greer ihrem Mitarbeiterberaterkanal Linsco von LPL Financial beigetreten ist, um Oxford Oaks Capital zu gründen. Greer, der von UBS wechselt, bringt etwa 600 Millionen Dollar an Beratungs-, Brokerage- und Rentenplanvermögen zu LPL mit.
Mit Sitz in Franklin, Tennessee, umfasst Greers Team den Vermögensberater John Dunahoo und die Senior LPL Registered Service Associate Stephanie DePriest. Die Praxis spezialisiert sich auf die Planung von Renteneinkommen, Steuer- und Nachlassplanung für wohlhabende Kunden, insbesondere Geschäftsinhaber und Ärzte.
Das Team wählte das Linsco-Modell von LPL aufgrund seiner verbesserten Technologie, Büroeffizienz und größeren Autonomie. Dieses Modell ermöglicht es Beratern, die Eigentümerschaft an Kundenbeziehungen zu bewahren, während sie auf LPLs integrierte Vermögensverwaltungsplattform und Unternehmensressourcen zugreifen.
- Acquisition of $600 million in assets under management
- Strategic expansion of advisor network through recruitment from major competitor (UBS)
- Growth in high-net-worth client segment
- None.
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
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 LPL
Looking 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. We also appreciate the pro-advisor culture at LPL and the flexibility to build a practice on our terms. Ultimately, aligning with LPL enables us to focus on our core strength—delivering exceptional client service.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Austin, John and Stephanie to the Linsco community. With LPL’s support, more advisors are recognizing the importance of freedom and flexibility as they seek ways to differentiate themselves and enhance the client experience. We look forward to supporting Oxford Oaks Capital for years to come.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
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