LPL Financial Welcomes Family Team, Accardi Financial Group

CHARLOTTE, N.C., Jan. 31, 2022 (Globe NEWSWIRE) — LPL Economical LLC announced currently that Accardi Fiscal Team has joined LPL Financial’s broker-seller, corporate registered expenditure advisor (RIA) and custodial platforms. The staff documented to LPL that it serves close to $150 million in advisory, brokerage and retirement approach belongings.* They be part of from To start with Allied, element of the Cetera community of broker-dealers.

Based mostly in Wilbraham, Mass., Accardi Economical Group (AFG) was started in 1990 with a eyesight to support clientele operate toward outstanding long-expression investment effects through individualized strategies that reflect their economic requirements, appropriate threat parameters and financial commitment time body. A lot more than 30 several years later on, that principle still remains their concentration and mission. Founder and Chairman Joe Accardi, RFC ®, CWS ®, AIF ®, is joined at the business by his daughter, CEO Danielle Accardi and his son, President Damon Accardi, AIF®, as very well as two assistance employees members.

“It indicates the environment to have a legacy apply, understanding that my son and daughter, and maybe even inevitably grandchildren, will continue on to serve long term generations of purchasers,” Joe explained, noting that the business is poised to be headed by a female when Danielle usually takes possession just after his retirement in a couple of a long time.

The staff was recruited by Ray Lucia Jr., CEO of Lucia Capital Group (LCG), an existing LPL company. Accardi Economical Team is the first crew to sign up for LCG Economic Partners, LCG’s impartial advisor affiliation model. “We selected to transfer to LPL to cement a relationship with Lucia Cash Group and to be a lot more successful and versatile in how we run our apply,” Joe stated, noting that the two firms keep on being separate entities. We now have accessibility to LCG’s whole suite of expert services, including The Bucket System ® retirement preparing system, asset management platform, digital advertising and marketing and back again-business guidance crew which offers Danielle and Damon a new path to future growth chances for AFG and our clientele. We consider our partnership with LCG, alongside with LPL’s measurement, scale and determination to innovation, will deliver our purchasers entry to increased technological innovation, simplified statements and increased services activities.”

Scott Posner, LPL executive vice president, Business Advancement, said, “Joe has crafted an amazing legacy business and we are honored to welcome the whole Accardi group into the LPL community. We are fully commited to supplying progressive equipment and an integrated wealth administration platform that allows advisors do the job competently and provide differentiated ordeals to their clients. We seem ahead to supporting their business today and into the future, presenting a alternative of business versions and capabilities that can meet up with them wherever they are.”

Advisors, come across an LPL small business enhancement consultant close to you.

About LPL Monetary:
LPL Fiscal (Nasdaq: LPLA) was launched on the basic principle that the business ought to function for the advisor, and not the other way close to. Currently, LPL is a chief** in the marketplaces we provide, supporting more than 19,000 economical advisors, 800 establishment-centered financial commitment packages and 450 independent RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered product and the perception that People are worthy of access to customized direction from a financial advisor. At LPL, independence means that advisors have the flexibility they have earned to select the business enterprise design, expert services, and know-how resources that enable them to operate their fantastic observe. And they have the liberty to take care of their client relationships, since they know their clientele best. Merely put, we just take treatment of our advisors, so they can acquire care of their shoppers.

* Worth approximated primarily based on asset and keeping facts delivered to LPL from the 12 months 2021

**Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Supplier in the U.S (Primarily based on complete revenues, Money Organizing journal June 1996-2020) No. 1 company of third-bash brokerage solutions to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory services supplied by way of LPL Economic LLC, an SEC-registered broker-seller and expense advisor. Member FINRA/SIPC. 

Through this communication, the terms “financial advisors” and “advisors” are employed to refer to registered associates and/or expense advisor reps affiliated with LPL Monetary LLC. We routinely disclose facts that may well be critical to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.

The Bucket Strategy® requires investments issue to threats, fees, and fees. There is no promise that any investing technique will be successful or supply protection from decline.

Accardi Economical Team, Lucia Cash Group and LPL Money are independent entities.

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Shannon Greene
(704) 996-1840
[email protected]