LPL retains 17-broker team managing $740 million

Oak Partners, based in Crown Point, Ind., had been affiliated with SII.
JAN 30, 2018

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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