Tag: Rockline Wealth Management
LPL Financial Nabs Mike Duffy and Happiness Wealth Management
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Mike Duffy and Happiness Wealth Management have joined its broker-dealer and hybrid registered investment...
LPL Nabs $415 Million Wealth Management Firm
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Rockline Wealth Management to its broker-dealer and corporate registered investment advisor platforms.
Based in Plainview,...