LPL Financial Welcomes Family Team, Accardi Financial Group

Gordon B. Johnson

CHARLOTTE, N.C., Jan. 31, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC declared currently that Accardi Financial Group has joined LPL Financial’s broker-dealer, corporate registered financial commitment advisor (RIA) and custodial platforms. The team reported to LPL that it serves about $150 million in advisory, brokerage and retirement plan belongings.* They join from Initially Allied, portion of the Cetera network of broker-sellers.

Based mostly in Wilbraham, Mass., Accardi Fiscal Team (AFG) was launched in 1990 with a vision to help shoppers operate toward exceptional prolonged-expression expenditure benefits by means of personalized ideas that reflect their financial wants, suitable risk parameters and expenditure time body. Much more than 30 yrs afterwards, that principle still stays their concentration and mission. Founder and Chairman Joe Accardi, RFC ®, CWS ®, AIF ®, is joined at the organization by his daughter, CEO Danielle Accardi and his son, President Damon Accardi, AIF®, as very well as two aid team associates.

“It indicates the earth to have a legacy practice, being aware of that my son and daughter, and probably even sooner or later grandchildren, will carry on to provide upcoming generations of consumers,” Joe reported, noting that the business enterprise is poised to be headed by a woman when Danielle normally takes ownership immediately after his retirement in a number of decades.

The crew was recruited by Ray Lucia Jr., CEO of Lucia Capital Team (LCG), an current LPL business. Accardi Economic Team is the 1st workforce to sign up for LCG Economical Companions, LCG’s independent advisor affiliation model. “We chose to move to LPL to cement a romantic relationship with Lucia Cash Team and to be far more effective and versatile in how we run our exercise,” Joe claimed, noting that the two companies continue being independent entities. We now have access to LCG’s comprehensive suite of products and services, such as The Bucket Method ® retirement planning procedure, asset administration platform, digital internet marketing and again-place of work assist team which presents Danielle and Damon a new path to potential advancement prospects for AFG and our clientele. We think our partnership with LCG, together with LPL’s dimension, scale and determination to innovation, will provide our clientele entry to increased technology, simplified statements and improved company ordeals.”

Scott Posner, LPL govt vice president, Small business Growth, reported, “Joe has crafted an remarkable legacy business enterprise and we are honored to welcome the complete Accardi group into the LPL local community. We are committed to furnishing innovative resources and an integrated prosperity administration platform that will help advisors perform proficiently and deliver differentiated activities to their customers. We look forward to supporting their small business nowadays and into the upcoming, giving a selection of organization styles and capabilities that can meet them where they are.”

Advisors, discover an LPL business enterprise growth representative in the vicinity of you.

About LPL Economical:
LPL Monetary (Nasdaq: LPLA) was started on the basic principle that the agency need to function for the advisor, and not the other way about. These days, LPL is a leader** in the marketplaces we provide, supporting extra than 19,000 financial advisors, 800 institution-primarily based investment decision applications and 450 unbiased RIA firms nationwide. We are steadfast in our determination to the advisor-centered model and the perception that Us residents are worthy of obtain to personalized steerage from a financial advisor. At LPL, independence indicates that advisors have the independence they should have to decide on the organization product, services, and technology resources that allow them to run their perfect exercise. And they have the flexibility to manage their shopper associations, since they know their shoppers very best. Basically put, we acquire treatment of our advisors, so they can choose treatment of their clientele.

* Benefit approximated dependent on asset and holding particulars furnished to LPL from the yr 2021

**Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Dealer in the U.S (Dependent on full revenues, Economic Setting up magazine June 1996-2020) No. 1 company of third-party brokerage providers to banks and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 as of June 2021

Securities and advisory providers presented via LPL Economical LLC, an SEC-registered broker-seller and financial commitment advisor. Member FINRA/SIPC. 

All through this interaction, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or expenditure advisor associates affiliated with LPL Economical LLC. We routinely disclose information and facts that may be crucial to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.

The Bucket Strategy® consists of investments subject matter to dangers, charges, and charges. There is no guarantee that any investing strategy will be lucrative or provide safety from reduction.

Accardi Financial Group, Lucia Funds Group and LPL Financial are different entities.

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

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