LPL Financial (LPLA) announced that the financial advisors of Oak Bridge Financial have joined LPL Financial’s broker-dealer and Registered Investment Advisor platform. They reported serving approximately $230M in advisory, brokerage and retirement plan assets and join LPL from Ameriprise. Based in Houston, Oak Bridge is led by industry veterans Peter Goudeau Jr., and Larry Boyd, who bring a combined 45 years’ experience and founded the firm in 2007. The firm serves a nationwide clientele – spanning Houston, Washington, D.C., Atlanta and Seattle – focusing on high-net-worth professionals whether they are accumulating assets, approaching or in retirement, including physicians, attorneys, Olympic athletes, entrepreneurs and business owners.
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