Father-daughter advisors Emile P. Oestriecher III and Anne Oestriecher, both also CPAs, have joined LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms, the companies announced today in a news release.
The Oestriechers were formerly with Avantax Investment Services, part of Blucora, where they managed approximately $100 million in brokerage and advisory assets.
The roots of the practice go back to 1970, when Emile Oestriecher opened an accounting practice in his hometown of Alexandria, La. In 1999, he expanded client services by forming Oestriecher Financial Management Services. Daughter Anne joined the family business in 2010 as a full partner.
LPL Financial, headquartered in Fort Mill, S.C., San Diego and Boston, is the nation’s largest independent broker-dealer.