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lpl financial expands in tennessee with new team from ubs

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.
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United States Dollar LPL Financial Holdings Inc. USA William Bruen John Dunahoo Austin Greer Stephanie Depriest Andrew Bruenjes Todd Tuckner Show more
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21:29 27.03.2025
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