Press release
LPL Financial Welcomes Rockview Private Wealth
SAN DIEGO, Aug. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alberto Francis has joined LPL Financial’s
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, Aug. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alberto Francis has joined LPL Financial’s high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch Rockview Private Wealth. He reported having served approximately $725 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank. Francis, the son of Irish and Mexican immigrants, is a former NCAA Champion and All-American from UCLA and a professional tennis player, who spent three years on tour — including an appearance at Wimbledon. After completing his MBA from Stanford in 2011, he joined the financial services industry. He’s steadily grown his practice over the years by cultivating meaningful relationships and making a positive impact on his clients’ lives. Currently based in Houston, Francis works closely with business owners, executives, athletes and medical & law professionals in the high-net-worth community. As he prepares for the next stage of his career, Francis plans to shift focus from the banking side of the business to investments, planning and customized services. “I’ve had an entrepreneurial mindset for a long time and am excited to finally have my own practice where I can prioritize client relationships and truly put their interests first,” Francis said. “I’ve gained the necessary business experience to make a successful move into the independent space and look forward to having more control over the next chapter of my career.” Looking for the right blend of independence and support to create his ideal boutique practice, Francis turned to LPL Private Wealth. Tailored to the needs of high-net-worth-focused advisors, LPL Private Wealth is an independent employee advisor affiliation model featuring a comprehensive array of services and support to enhance client service delivery and business growth while upholding the tenets of independence. LPL Private Wealth advisors enjoy the benefits of industry-leading payouts, client ownership and business autonomy while gaining access to enhanced service, expanded capabilities and an exclusive high-net-worth advisor community. LPL has developed focused resources including advanced estate and philanthropic planning, income tax strategy, trustee services, alternative investments platform, banking a...