July 14, 2024


The business lovers

LPL Financial Welcomes Family Team, Accardi Financial Group

CHARLOTTE, N.C., Jan. 31, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC introduced today that Accardi Economical Team has joined LPL Financial’s broker-vendor, corporate registered financial investment advisor (RIA) and custodial platforms. The group noted to LPL that it serves roughly $150 million in advisory, brokerage and retirement prepare property.* They sign up for from Initial Allied, section of the Cetera community of broker-dealers.

Centered in Wilbraham, Mass., Accardi Fiscal Team (AFG) was launched in 1990 with a vision to support consumers work toward outstanding long-phrase financial investment effects as a result of customized programs that reflect their money requirements, acceptable risk parameters and financial commitment time frame. Much more than 30 yrs later on, that theory nonetheless remains their focus and mission. Founder and Chairman Joe Accardi, RFC ®, CWS ®, AIF ®, is joined at the agency by his daughter, CEO Danielle Accardi and his son, President Damon Accardi, AIF®, as nicely as two aid team associates.

“It suggests the globe to have a legacy apply, recognizing that my son and daughter, and perhaps even sooner or later grandchildren, will carry on to serve future generations of shoppers,” Joe claimed, noting that the business enterprise is poised to be headed by a lady when Danielle requires ownership just after his retirement in a handful of yrs.

The group was recruited by Ray Lucia Jr., CEO of Lucia Capital Group (LCG), an current LPL business. Accardi Economic Group is the initially crew to be part of LCG Economic Companions, LCG’s independent advisor affiliation product. “We chose to shift to LPL to cement a connection with Lucia Funds Group and to be more efficient and flexible in how we operate our exercise,” Joe claimed, noting that the two firms remain independent entities. We now have entry to LCG’s full suite of solutions, which include The Bucket Tactic ® retirement setting up program, asset administration platform, digital marketing and advertising and again-business guidance workforce which gives Danielle and Damon a new path to foreseeable future development alternatives for AFG and our clientele. We feel our partnership with LCG, together with LPL’s size, scale and determination to innovation, will provide our shoppers entry to increased technologies, simplified statements and improved provider experiences.”

Scott Posner, LPL government vice president, Business Enhancement, said, “Joe has constructed an amazing legacy business enterprise and we are honored to welcome the overall Accardi crew into the LPL community. We are fully commited to supplying ground breaking equipment and an integrated prosperity administration system that can help advisors operate proficiently and produce differentiated encounters to their clients. We search ahead to supporting their company today and into the foreseeable future, providing a selection of enterprise versions and abilities that can meet them the place they are.”

Advisors, discover an LPL enterprise progress consultant close to you.

About LPL Fiscal:
LPL Economical (Nasdaq: LPLA) was founded on the basic principle that the agency ought to perform for the advisor, and not the other way around. Now, LPL is a chief** in the marketplaces we provide, supporting additional than 19,000 fiscal advisors, 800 institution-based mostly investment decision applications and 450 impartial RIA firms nationwide. We are steadfast in our motivation to the advisor-centered product and the belief that Americans are entitled to access to individualized steerage from a money advisor. At LPL, independence indicates that advisors have the flexibility they should have to pick the organization model, solutions, and technologies resources that allow for them to run their ideal apply. And they have the flexibility to take care of their customer relationships, since they know their consumers very best. Basically set, we take treatment of our advisors, so they can choose care of their clients.

* Price approximated based mostly on asset and keeping specifics provided to LPL from the year 2021

**Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Dealer in the U.S (Centered on complete revenues, Money Organizing magazine June 1996-2020) No. 1 company of third-occasion brokerage expert services to banks and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 as of June 2021

Securities and advisory products and services provided through LPL Money LLC, an SEC-registered broker-supplier and investment advisor. Member FINRA/SIPC. 

All through this interaction, the terms “financial advisors” and “advisors” are made use of to refer to registered associates and/or investment decision advisor reps affiliated with LPL Fiscal LLC. We routinely disclose information and facts that may well be crucial to shareholders in the “Investor Relations” or “Press Releases” section of our internet site.

The Bucket Strategy® involves investments subject to challenges, charges, and expenditures. There is no guarantee that any investing technique will be profitable or give security from reduction.

Accardi Fiscal Group, Lucia Funds Team and LPL Monetary are separate entities.

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Media Make contact with:
Shannon Greene
(704) 996-1840
[email protected]