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James Austin III

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2025-03-272025-03-271111100
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Tennessee wealth management team transitions from UBS to LPL Financial

A wealth management team in Franklin, Tennessee, managing $600 million, has transitioned from UBS to LPL Financial’s employee channel for greater autonomy. Led by Austin L. Greer, the Oxford Oaks Capital group includes John T. Dunahoo and Stephanie DePries, while advisor James A. Austin III remains at UBS. This move reflects LPL's strategy to attract higher-end producers amid rising recruitment costs.
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United States Dollar LPL Financial Holdings Inc. D.A. Davidson Trust Company MERRILL LYNCH MLCX SX6L INDEX USA Stephanie Depriest James Austin III John Dunahoo Austin Greer Show more
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19:38 27.03.2025
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