LPL retains 17-broker team managing $740 million

Oak Partners, based in Crown Point, Ind., had been affiliated with SII

Jan 30, 2018 @ 5:20 pm

By InvestmentNews

Oak Partners, a 17-broker team managing $740 million in assets while affiliated with SII Investments, has affiliated with LPL Financial's broker-dealer and corporate registered investment adviser platforms.

SII is an independent broker-dealer within National Planning Holdings, which was acquired by LPL last year.

The firm, based in Crown Point, Ind., is led by 10 partners and has 17 in staff.

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