LPL Adds FA with $600M Book to Employee Channel 

LPL Financial LLC announced that financial advisor Austin Greer has joined its employee advisor channel, Linsco by LPL Financial, to establish Oxford Oaks Capital. Greer, previously with UBS, brings approximately $600 million in advisory, brokerage, and retirement plan assets to LPL. 

Based in Franklin, TN, Greer focuses on retirement income planning, as well as tax and estate planning for high-net-worth clients, including business owners and doctors. Greer is joined by his team, including wealth advisor John Dunahoo, who has collaborated with him for over 11 years, and senior LPL registered service associate Stephanie DePriest, who joined in 2020. 

Advisors that affiliate through Linsco, which launched in August 2020, receive the benefits of being independent, including ownership of their book of business and the autonomy to run their business as they see fit.   

In late January, LPL announced the addition of Christopher Ketchen to its employee advisor channel to launch $315 million Boston-based Katama Wealth Partners. In November, LPL added Michael Bernier to launch GWC Financial Advisors. He reported serving approximately $165 million in advisory, brokerage and retirement plan assets and joined LPL from Canter Wealth.  

Prior to GWC, the San Diego-based firm welcomed Kultar “Sid” Bindra and Steven Alvarez to its employee advisor channel to launch Tampa, FL-based The Bindra Group. The team, previously with Truist Financial, reported serving approximately $300 million in assets.