LPL Financial Welcomes Oak Bridge Financial to Its Advisor Platform

Reuters01-14

LPL Financial Welcomes Oak Bridge Financial to Its Advisor Platform

LPL Financial Holdings Inc. has announced that Oak Bridge Financial, LLC has joined its broker-dealer and Registered Investment Advisor (RIA) platform. Oak Bridge Financial, based in Houston and led by Peter Goudeau Jr. and Larry Boyd, brings approximately $230 million in advisory, brokerage, and retirement plan assets to LPL after transitioning from Ameriprise. The partnership allows Oak Bridge to maintain full ownership of its client relationships and business processes, while leveraging LPL's innovative technology and operational flexibility to enhance client experiences. The collaboration aims to support Oak Bridge’s diverse team in delivering comprehensive financial solutions to a nationwide clientele.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: 9625130) on January 14, 2026, and is solely responsible for the information contained therein.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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