December 10, 2023

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LPL Financial Welcomes Family Team, Accardi Financial Group

CHARLOTTE, N.C., Jan. 31, 2022 (World NEWSWIRE) — LPL Fiscal LLC introduced now that Accardi Economical Team has joined LPL Financial’s broker-vendor, corporate registered investment advisor (RIA) and custodial platforms. The team reported to LPL that it serves approximately $150 million in advisory, brokerage and retirement approach belongings.* They be part of from To start with Allied, section of the Cetera community of broker-sellers.

Primarily based in Wilbraham, Mass., Accardi Financial Team (AFG) was started in 1990 with a vision to help clients function toward fantastic extensive-term financial investment effects by individualized plans that mirror their economic desires, satisfactory possibility parameters and financial investment time body. Much more than 30 decades later, that theory even now remains their focus 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 effectively as two help staff members associates.

“It means the entire world to have a legacy observe, understanding that my son and daughter, and possibly even eventually grandchildren, will continue to serve long term generations of consumers,” Joe reported, noting that the organization is poised to be headed by a girl when Danielle usually takes ownership immediately after his retirement in a handful of decades.

The staff was recruited by Ray Lucia Jr., CEO of Lucia Cash Team (LCG), an current LPL agency. Accardi Money Team is the to start with workforce to be part of LCG Financial Companions, LCG’s unbiased advisor affiliation product. “We selected to go to LPL to cement a marriage with Lucia Cash Team and to be a lot more efficient and flexible in how we operate our exercise,” Joe claimed, noting that the two companies keep on being independent entities. We now have accessibility to LCG’s whole suite of providers, including The Bucket Approach ® retirement scheduling method, asset administration system, digital marketing and again-business assistance team which offers Danielle and Damon a new path to long term progress prospects for AFG and our shoppers. We feel our partnership with LCG, alongside with LPL’s sizing, scale and dedication to innovation, will present our purchasers accessibility to enhanced technological innovation, simplified statements and enhanced service experiences.”

Scott Posner, LPL govt vice president, Company Advancement, stated, “Joe has crafted an unbelievable legacy business enterprise and we are honored to welcome the full Accardi staff into the LPL community. We are committed to giving modern applications and an built-in prosperity administration system that will help advisors do the job efficiently and deliver differentiated ordeals to their customers. We seem ahead to supporting their organization currently and into the future, featuring a alternative of organization types and capabilities that can satisfy them wherever they are.”

Advisors, come across an LPL small business advancement representative in close proximity to you.

About LPL Fiscal:
LPL Monetary (Nasdaq: LPLA) was launched on the principle that the business must do the job for the advisor, and not the other way all around. Today, LPL is a chief** in the marketplaces we serve, supporting extra than 19,000 money advisors, 800 establishment-dependent financial investment programs and 450 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered product and the perception that Americans are worthy of access to customized steering from a fiscal advisor. At LPL, independence signifies that advisors have the flexibility they are worthy of to choose the enterprise model, solutions, and know-how assets that permit them to operate their great apply. And they have the flexibility to control their consumer associations, since they know their clients greatest. Simply place, we take treatment of our advisors, so they can consider care of their purchasers.

* Benefit approximated based mostly on asset and keeping aspects presented to LPL from the yr 2021

**Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Seller in the U.S (Dependent on whole revenues, Economical Setting up journal June 1996-2020) No. 1 provider of 3rd-occasion brokerage expert services to banking institutions and credit history unions (2020-2021 Kehrer Bielan Study & Consulting Yearly TPM Report) Fortune 500 as of June 2021

Securities and advisory services made available by way of LPL Monetary LLC, an SEC-registered broker-seller and expenditure advisor. Member FINRA/SIPC. 

In the course of this interaction, the conditions “financial advisors” and “advisors” are applied to refer to registered associates and/or investment advisor reps affiliated with LPL Money LLC. We routinely disclose information and facts that might be critical to shareholders in the “Investor Relations” or “Press Releases” part of our site.

The Bucket Strategy® involves investments issue to dangers, charges, and expenditures. There is no ensure that any investing technique will be successful or give protection from reduction.

Accardi Economic Group, Lucia Capital Group and LPL Money are different entities.

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