28/09/2022

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LPL Financial Welcomes Family Team, Accardi Financial Group

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CHARLOTTE, N.C., Jan. 31, 2022 (World NEWSWIRE) — LPL Fiscal LLC introduced nowadays that Accardi Economical Group has joined LPL Financial’s broker-seller, company registered financial commitment advisor (RIA) and custodial platforms. The group claimed to LPL that it serves somewhere around $150 million in advisory, brokerage and retirement approach property.* They join from First Allied, component of the Cetera network of broker-dealers.

Based in Wilbraham, Mass., Accardi Monetary Group (AFG) was launched in 1990 with a eyesight to assist consumers get the job done towards remarkable extensive-time period investment final results by means of personalized strategies that mirror their monetary wants, satisfactory threat parameters and investment time body. Far more than 30 several years later, that basic principle continue to continues to be their target and mission. Founder and Chairman Joe Accardi, RFC ®, CWS ®, AIF ®, is joined at the firm by his daughter, CEO Danielle Accardi and his son, President Damon Accardi, AIF®, as nicely as two guidance team users.

“It usually means the environment to have a legacy follow, figuring out that my son and daughter, and perhaps even sooner or later grandchildren, will keep on to provide potential generations of shoppers,” Joe said, noting that the business enterprise is poised to be headed by a lady when Danielle will take ownership immediately after his retirement in a several years.

The workforce was recruited by Ray Lucia Jr., CEO of Lucia Capital Team (LCG), an present LPL business. Accardi Economical Team is the initial team to be part of LCG Money Associates, LCG’s independent advisor affiliation product. “We selected to go to LPL to cement a partnership with Lucia Money Group and to be additional efficient and adaptable in how we operate our follow,” Joe explained, noting that the two corporations stay independent entities. We now have entry to LCG’s complete suite of solutions, which include The Bucket Tactic ® retirement arranging process, asset administration system, electronic promoting and back again-office environment help group which offers Danielle and Damon a new route to long term growth possibilities for AFG and our clients. We consider our partnership with LCG, together with LPL’s size, scale and determination to innovation, will offer our customers accessibility to increased technologies, simplified statements and enhanced company activities.”

Scott Posner, LPL govt vice president, Enterprise Advancement, said, “Joe has built an extraordinary legacy enterprise and we are honored to welcome the complete Accardi crew into the LPL group. We are committed to offering progressive equipment and an built-in wealth administration platform that assists advisors work successfully and supply differentiated encounters to their customers. We glance forward to supporting their business nowadays and into the long term, giving a decision of business enterprise designs and capabilities that can meet up with them wherever they are.”

Advisors, come across an LPL business enterprise development consultant in the vicinity of you.

About LPL Monetary:
LPL Fiscal (Nasdaq: LPLA) was established on the theory that the agency ought to work for the advisor, and not the other way about. These days, LPL is a chief** in the marketplaces we serve, supporting far more than 19,000 economic advisors, 800 institution-dependent investment decision applications and 450 impartial RIA firms nationwide. We are steadfast in our motivation to the advisor-centered design and the belief that Individuals are worthy of entry to customized steerage from a economic advisor. At LPL, independence usually means that advisors have the independence they have earned to pick the company model, expert services, and know-how sources that enable them to run their perfect exercise. And they have the flexibility to manage their client interactions, due to the fact they know their clientele most effective. Only put, we acquire treatment of our advisors, so they can get treatment of their shoppers.

* Worth approximated primarily based on asset and holding details delivered to LPL from the year 2021

**Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Vendor in the U.S (Based on complete revenues, Money Arranging journal June 1996-2020) No. 1 service provider of 3rd-get together brokerage services to banking companies and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 as of June 2021

Securities and advisory services presented by way of LPL Fiscal LLC, an SEC-registered broker-vendor and financial investment advisor. Member FINRA/SIPC. 

All over this interaction, the phrases “financial advisors” and “advisors” are made use of to refer to registered associates and/or expense advisor reps affiliated with LPL Fiscal LLC. We routinely disclose facts that could be vital to shareholders in the “Investor Relations” or “Press Releases” area of our website.

The Bucket Strategy® involves investments topic to threats, charges, and bills. There is no promise that any investing strategy will be worthwhile or give safety from reduction.

Accardi Financial Group, Lucia Money Team and LPL Monetary are independent entities.

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

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