Rockline Wealth Management joins LPL Financial's adviser platforms
Rockline Wealth Management has joined LPL Financial in its broker/dealer and corporate registered investment adviser platforms.
“We are excited to join the LPL team and make the move to independence,” Rockline Managing Partner Gabriel Gallante said. “The industry is continuing to evolve and consolidate, and we were looking for a partner who could provide the stability and the freedom to be able to deliver on our client’s unique needs. In addition, we are looking forward to taking advantage of LPL’s technology, products and platforms, which will help us to stay ahead of the curve in an ever-changing landscape.”
With a good outline of structure and services, Rockline Wealth Management serves high-net worth business owners and families.
Rockline’s team, based in Plainview, New York has three advisers: Gabriel Gallante, Mark Rose and Robert Krivit. The firm has an overall financial planning experience of more than 80 years.