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LPL Financial has expanded its presence in Tennessee by adding a three-person team led by Austin Greer, a former UBS advisor managing approximately $600 million in assets. Greer, along with wealth advisor John Dunahoo and service associate Stephanie DePriest, will operate from LPL's Linsco office in Franklin. This move comes amid UBS's ongoing advisor attrition challenges, exacerbated by recent compensation structure changes that may lead to a significant loss of advisors in the coming years.
William “Bill” Bruen, Jr. and his son Andrew have transitioned their $1.3 billion advisory practice from UBS to LPL Financial, partnering with Paradigm Partners. The Bruen family has a legacy in the industry dating back to 1922, emphasizing client care and autonomy in their new independent model. This move comes amid LPL's recent challenges, including an $18 million penalty from the SEC for anti-money laundering failures, and a strategic shift following the disaffiliation of the Wealth Enhancement Group.
Andrew Bruenjes
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lpl financial expands in tennessee with new team from ubs
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LPL Financial Holdings Inc.
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William Bruen
John Dunahoo
Austin Greer
Stephanie Depriest
Andrew Bruenjes
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21:29 27.03.2025
father son advisory team transitions to lpl financial with 1.3 billion assets
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Wealth Enhancement Group LLC
LPL Financial Holdings Inc.
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Dan Arnold
Rich Steinmeier
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James Bruen
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Andrew Bruenjes
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17:46 27.01.2025
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