Announced
Completed
Synopsis
LPL Financial, an independent broker-dealer, completed the acquisition of Oak Bridge Financial, a wealth management firm. Financial terms were not disclosed. “We wanted autonomy to run our business the way we see fit. Our clients rely on us for immediate, transparent access to their information. LPL provides the robust infrastructure and open-architecture technology tools we need to provide a superior, data-drive client experience while maintaining our firm’s independence and diverse culture.," Peter Goudeau, Oak Bridge CEO.
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