{"id":927288,"date":"2026-01-14T08:59:12","date_gmt":"2026-01-14T13:59:12","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-oak-bridge-financial-llc\/"},"modified":"2026-01-14T08:59:12","modified_gmt":"2026-01-14T13:59:12","slug":"lpl-financial-welcomes-oak-bridge-financial-llc","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-oak-bridge-financial-llc\/","title":{"rendered":"LPL Financial Welcomes Oak Bridge Financial, LLC"},"content":{"rendered":"<div class=\"mw_release\">\n<p>SAN DIEGO, Jan.  14, 2026  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=ujkmOSRWyi9HAEvokwZbtETzpcjuKwqnfynQx0vD8ZfZcahl-tSpbNhLZHnngHniMQ1yTu-FftkiVcLm7G-mag==\" rel=\"nofollow\" target=\"_blank\"><u>LPL Financial LLC<\/u><\/a>\u00a0announced today that the financial advisors of <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=t8dceVVIBnYBqhXFb-DyvbGNz2LEBat9zVGf1fV-AfZgi8EbMGkUKuKi2wq5cYz4aFVBav56mFU5YEf8oF_gdT5k3ncr722oMjq5t_8CQxA=\" rel=\"nofollow\" target=\"_blank\">Oak Bridge Financial, LLC<\/a> have joined LPL Financial\u2019s 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.<\/p>\n<p>Based in Houston, Oak Bridge is led by industry veterans Peter Goudeau Jr. LUTCF<sup>\u00ae<\/sup>, CLU<sup>\u00ae<\/sup>, ChFC<sup>\u00ae<\/sup>, RICP<sup>\u00ae<\/sup>, APMA<sup>\u00ae<\/sup>, and Larry Boyd MBA, APMA<sup>\u00ae<\/sup>, LUTCF<sup>\u00ae<\/sup>, who bring a combined 45 years\u2019 experience and founded the firm in 2007. The firm serves a nationwide clientele \u2014 spanning Houston, Washington, D.C., Atlanta and Seattle \u2014 focusing on high-net-worth professionals whether they are accumulating assets, approaching or in retirement, including physicians, attorneys, Olympic athletes, entrepreneurs and business owners.<\/p>\n<p>Oak Bridge\u2019s team features advisors with backgrounds in fields like real estate, computer science, banking, and engineering. This diversity of experience gives Oak Bridge advisors a broader perspective, enabling them to craft strategies that go beyond numbers and reflect the varied lives and goals of their clients.<\/p>\n<p>\u201cOur clients benefit from advisors with varied expertise, which helps us deliver an end-to-end client experience and collaborate effectively. We have built out an impressive, comprehensive \u201cA to Z\u201d experience for our clients and to use each other as sounding boards,\u201d said Goudeau Jr. \u201cUnlike most firms in the industry, we build and manage portfolios ourselves, handling all research, modeling and trading.\u201d<\/p>\n<p>\n        <strong>Why Oak Bridge Financial, LLC <\/strong><br \/>\n        <strong>Chose<\/strong><br \/>\n        <strong> LPL<\/strong>\n      <\/p>\n<p>Oak Bridge\u2019s decision to transition to LPL followed an extensive due diligence process focused on operational flexibility and technological innovation. The team, which also includes Pete Goudeau III, CFP<sup>\u00ae<\/sup>, APMA<sup>\u00ae<\/sup>, Andrew Brereton, CFP<sup>\u00ae<\/sup>, ChFC<sup>\u00ae<\/sup>, APMA<sup>\u00ae<\/sup>, Jeffrey Keown CFP<sup>\u00ae<\/sup> and Kingsley Davis APMA<sup>\u00ae<\/sup>, sought a partner that would allow them to maintain full ownership of their client relationships, data, and business processes.<\/p>\n<p>\u201cWe wanted autonomy to run our business the way we see fit,\u201d said Goudeau Jr. \u201cOur 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\u2019s independence and diverse culture.\u201d<\/p>\n<p>Scott Posner, managing director of business development, said, \u201cWe welcome Peter and Larry to LPL and congratulate them on this next chapter of their business. LPL is committed to delivering innovative technology and comprehensive business solutions to help advisors differentiate their practices and increase value for their clients. We look forward to supporting Oak Bridge Financial for years to come.\u201d<\/p>\n<p>\n        <strong><br \/>\n          <u>Related<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>Advisors, learn how LPL Financial can help <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=viNxPhD1SQDxAJDzYXv6dqn5pfyzh3pR96pIJV4ORrQ_3kXgPju5JyJEnCB4YfRgDSWeqtgi6dbSJY9y01lNyrhI--0Jim2qDSoT5TO9Gn9V8BiEZ0JhrTNm7ngzqpgzK9_-IB6iUZa2nHunglTGXJaSJmYpwRqRR39XO-uZ7A8=\" rel=\"nofollow\" target=\"_blank\"><u>take your business to the next level<\/u><\/a>.<\/p>\n<p>\n        <strong><br \/>\n          <u>About LPL Financial<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit\u00a0<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=E-KUT1L_0E3BEqq5O7lxKw0PKJJIpxVsCOrCQAZCCgeqBWpr1OkjZ1OQdGsQvl7nG-kbkau7Quif1p7lvKLiGA==\" rel=\"nofollow\" target=\"_blank\"><u>www.lpl.com<\/u><\/a>.<\/p>\n<p>\n        <strong>Securities and advisory services offered through LPL Financial LLC (\u201cLPL Financial\u201d), a registered investment adviser and broker-dealer. Member FINRA\/SIPC. <\/strong>Oak Bridge Financial, LLC and LPL Financial are separate entities.<\/p>\n<p>\n        <em>*Value approximated based on asset and holding details provided to LPL from end of year, 2024.<\/em>\n      <\/p>\n<p>\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong>\u00a0<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=eYeXwBTsExLDzdN5wzk7KuEQYnY5rKQuSY2gVx6KnfQkZ2YXJQHNfNYnIGAqaUE4G2jwINeGXILqpvM0W4Ry0gNel3h80tkQNFFu2MX5RpeII1JNlNHysvby5edTNcsryeJWT0S9zm6yCTH-zgR_bQ==\" rel=\"nofollow\" target=\"_blank\"><u>Media.relations@LPLFinancial.com<\/u><\/a>\u00a0<\/p>\n<p>Tracking #846898<\/p>\n<p>      <img decoding=\"async\" alt=\"\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTYyNTEzMCM3MzU5NDI4IzIwMTkxNDA=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" alt=\"\" src=\"https:\/\/ml.globenewswire.com\/media\/Y2IyYzNjMWItYzhmNi00M2Q2LWIxNjAtZWViODBlMTE1ODkzLTEwMzA3MTMtMjAyNi0wMS0xNC1lbg==\/tiny\/LPL-Financial-Holdings-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>SAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that the financial advisors of Oak Bridge Financial, LLC have joined LPL Financial\u2019s 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\u00ae, CLU\u00ae, ChFC\u00ae, RICP\u00ae, APMA\u00ae, and Larry Boyd MBA, APMA\u00ae, LUTCF\u00ae, who bring a combined 45 years\u2019 experience and founded the firm in 2007. The firm serves a nationwide clientele \u2014 spanning Houston, Washington, D.C., Atlanta and Seattle \u2014 focusing on high-net-worth professionals whether they are accumulating assets, approaching or in retirement, including physicians, attorneys, Olympic athletes, &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-oak-bridge-financial-llc\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;LPL Financial Welcomes Oak Bridge Financial, LLC&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-927288","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>LPL Financial Welcomes Oak Bridge Financial, LLC - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-oak-bridge-financial-llc\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Welcomes Oak Bridge Financial, LLC - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"SAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0announced today that the financial advisors of Oak Bridge Financial, LLC have joined LPL Financial\u2019s 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\u00ae, CLU\u00ae, ChFC\u00ae, RICP\u00ae, APMA\u00ae, and Larry Boyd MBA, APMA\u00ae, LUTCF\u00ae, who bring a combined 45 years\u2019 experience and founded the firm in 2007. The firm serves a nationwide clientele \u2014 spanning Houston, Washington, D.C., Atlanta and Seattle \u2014 focusing on high-net-worth professionals whether they are accumulating assets, approaching or in retirement, including physicians, attorneys, Olympic athletes, &hellip; Continue reading &quot;LPL Financial Welcomes Oak Bridge Financial, LLC&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-oak-bridge-financial-llc\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2026-01-14T13:59:12+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTYyNTEzMCM3MzU5NDI4IzIwMTkxNDA=\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-oak-bridge-financial-llc\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-oak-bridge-financial-llc\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"LPL Financial Welcomes Oak Bridge Financial, LLC\",\"datePublished\":\"2026-01-14T13:59:12+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-oak-bridge-financial-llc\\\/\"},\"wordCount\":597,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-oak-bridge-financial-llc\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=OTYyNTEzMCM3MzU5NDI4IzIwMTkxNDA=\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-oak-bridge-financial-llc\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-welcomes-oak-bridge-financial-llc\\\/\",\"name\":\"LPL Financial Welcomes Oak Bridge Financial, LLC - 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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\u00ae, CLU\u00ae, ChFC\u00ae, RICP\u00ae, APMA\u00ae, and Larry Boyd MBA, APMA\u00ae, LUTCF\u00ae, who bring a combined 45 years\u2019 experience and founded the firm in 2007. The firm serves a nationwide clientele \u2014 spanning Houston, Washington, D.C., Atlanta and Seattle \u2014 focusing on high-net-worth professionals whether they are accumulating assets, approaching or in retirement, including physicians, attorneys, Olympic athletes, &hellip; Continue reading \"LPL Financial Welcomes Oak Bridge Financial, LLC\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-oak-bridge-financial-llc\/","og_site_name":"Market Newsdesk","article_published_time":"2026-01-14T13:59:12+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTYyNTEzMCM3MzU5NDI4IzIwMTkxNDA=","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-oak-bridge-financial-llc\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-oak-bridge-financial-llc\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"LPL Financial Welcomes Oak Bridge Financial, LLC","datePublished":"2026-01-14T13:59:12+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-oak-bridge-financial-llc\/"},"wordCount":597,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-oak-bridge-financial-llc\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTYyNTEzMCM3MzU5NDI4IzIwMTkxNDA=","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-oak-bridge-financial-llc\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-oak-bridge-financial-llc\/","name":"LPL Financial Welcomes Oak Bridge Financial, LLC - 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