LPL retains 17-broker team managing $740 million
Oak Partners, based in Crown Point, Ind., had been affiliated with SII.
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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