LPL Financial welcomes Rockview Private Wealth

LPL Financial announced 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.