LPL Adds Ex-BofA Advisor in Texas
LPL Financial says that financial advisor Alberto Francis has joined its high-net-worth-focused employee affiliation model from Bank of America Private Bank, where he worked with about $725 million in assets. Francis now plans to launch Rockview Private Wealth in Houston with LPL Private Wealth Management.
The advisor focuses his practice on business owners, executives and athletes, as well as medical and legal professionals. Earlier, Francis was an NCAA champion and All-American tennis player for UCLA. He spent three years on tour as a professional player — including an appearance at Wimbledon before attending Stanford for an MBA.
Francis, the son of Irish and Mexican immigrants, started his career in financial services in 2011. He was with JPMorgan for a year, moved to LPL for 11 months and later worked for BofA from mid-2018 to July 30, according to FINRA Brokercheck.
“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 in a statement.
