LPL Financial Welcomes Oak Bridge Financial, LLC
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
SAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Oak Bridge Financial, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $230 million 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. LUTCF®, CLU®, ChFC®, RICP®, APMA®, and Larry Boyd MBA, APMA®, LUTCF®, 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. Oak Bridge’s team features advisors with backgrounds in fields like real estate, computer science, banking, and engineering. T
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LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 1/14/26 - Form 3
- 1/8/26 - Form 8-K
- 1/2/26 - Form 4
- LPLA's page on the SEC website