Who We’re Backed By

LPL Financial is the nation’s largest independent broker-dealer both in terms of number of financial advisors and revenue generated. LPL’s size and scope is what sets them apart from others. This allows them to provide a wide range of investment product offerings, act as their own clearinghouse, acquire the industry’s latest technology, and much more. The company was formed in 1989 through the merger of two brokerage firms - Linsco (established in 1968) and Private Ledger (established in 1973). LPL now has four main offices in Boston, Fort Mill, Austin, and San Diego. Their sole purpose is to serve their client: the financial advisor. Here at Oak Crest Wealth Management, we believe LPL’s support is what enables us to tailor your investment strategies to you. More information can be found on LPL Financial’s website here including their many awards and recognitions here.

Why We Chose LPL

By affiliating with LPL Financial, we at Oak Crest are able to provide you the breadth and depth of a Fortune 500 company. LPL is the engine that delivers power to all the other parts of our practice such as generating statements and tax forms, developing an online experience for account viewing, and providing a compliance division to help us stay within the confines of industry regulations. Although LPL contributes the most by helping us serve you, we also draw support from other specialty firms that assist us in areas like our financial planning software, compliance text messaging capabilities, and document retention services. We believe these relationships give us the tools we need to place the focus on you.