LPL Financial announced 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. And he reported serving approximately $600 million in advisory, brokerage and retirement plan assets and joins LPL from UBS.
Based out of the Linsco office in Franklin, Tennessee, Greer originally set out to become a high school English teacher before following his father’s footsteps into financial services. And he appreciates the educational component of his role as a financial advisor to help clients understand their investments.
Now with over 17 years of industry experience, Greer focuses on retirement income planning and tax and estate planning for high-net-worth clients, including business owners and doctors.
Wealth Advisor John Dunahoo has been with the team for over 11 years, and Senior LPL Registered Service Associate Stephanie DePriest joined the firm in 2020.
KEY QUOTES:
“Our practice is very familial and holistic, with a friendly feel in our communications and approach. 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.’”
“LPL’s robust investment in resources and technology was a compelling factor in our decision to make this transition. 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.”
– Austin Greer
“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.”
– Scott Posner, LPL Executive Vice President, Business Development
