LPL Financial Welcomes Rockline Wealth Management
June 28 2018 - 9:00AM
LPL Financial LLC, a leading retail investment advisory firm and
independent broker-dealer, today announced that Rockline Wealth
Management has joined LPL’s broker/dealer and corporate registered
investment advisor (RIA) platforms. Rockline Wealth Management
reported that it served approximately $415 million of client
brokerage and advisory assets as of April 20*. For more information
on the team and why they chose LPL, visit LPL.com.
About LPL FinancialLPL Financial is a leader in
the retail financial advice market and the nation’s largest
independent broker-dealer**. We serve independent financial
advisors and financial institutions, providing them with the
technology, research, clearing and compliance services, and
practice management programs they need to create and grow thriving
practices. LPL enables them to provide objective guidance to
millions of American families seeking wealth management, retirement
planning, financial planning and asset management solutions.
LPL.com
Securities and Advisory Services offered through LPL Financial.
A registered investment advisor, Member FINRA/SIPC.
*Based on prior business and represents assets that would have
been custodied at LPL Financial, rather than third party
custodians. Reported assets have not been independently and fully
verified by LPL Financial.
**Based on total revenues, Financial Planning magazine June
1996-2018
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Media Contact:Jeff Mochal(704)
733-3589Jeffrey.Mochal@lpl.com
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