LPL Financial announced the addition of Rockline Wealth Management to its registered investment advisor platform.
Plainview, N.Y.- based Rockline Wealth Management reported about $415 million of client assets served as of April 20. The firm was previously affiliated with Wells Fargo.
Advisors making the move include Mark Rose, Robert Krivit and Gabriel Gallante, plus two support staff. Rockline serves high-net-worth to ultra-high-net-worth clients and has over 80 years of financial planning experience.