LPL Financial Welcomes Family Team, Accardi Financial Group
CHARLOTTE, N.C., Jan. 31, 2022 (World NEWSWIRE) — LPL Money LLC introduced nowadays that Accardi Economic Group has joined LPL Financial’s broker-supplier, company registered expenditure advisor (RIA) and custodial platforms. The team reported to LPL that it serves about $150 million in advisory, brokerage and retirement approach assets.* They be part of from To start with Allied, element of the Cetera community of broker-sellers.
Based in Wilbraham, Mass., Accardi Fiscal Team (AFG) was established in 1990 with a vision to aid clients function towards remarkable prolonged-time period financial commitment final results by personalized ideas that mirror their money needs, suitable hazard parameters and financial commitment time frame. More than 30 years later on, that theory nonetheless stays 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 properly as two assist personnel members.
“It signifies the planet to have a legacy practice, being aware of that my son and daughter, and maybe even at some point grandchildren, will continue on to provide foreseeable future generations of consumers,” Joe reported, noting that the organization is poised to be headed by a lady when Danielle takes possession right after his retirement in a number of years.
The team was recruited by Ray Lucia Jr., CEO of Lucia Cash Group (LCG), an present LPL agency. Accardi Economical Team is the to start with group to sign up for LCG Monetary Partners, LCG’s impartial advisor affiliation model. “We selected to shift to LPL to cement a marriage with Lucia Money Group and to be far more successful and flexible in how we run our apply,” Joe claimed, noting that the two companies remain different entities. We now have entry to LCG’s entire suite of expert services, which include The Bucket Approach ® retirement organizing process, asset administration platform, electronic advertising and back again-business office help crew which gives Danielle and Damon a new path to potential growth possibilities for AFG and our clients. We believe that our partnership with LCG, together with LPL’s dimension, scale and determination to innovation, will deliver our purchasers obtain to increased technological innovation, simplified statements and increased company activities.”
Scott Posner, LPL govt vice president, Organization Improvement, mentioned, “Joe has created an amazing legacy business and we are honored to welcome the whole Accardi workforce into the LPL neighborhood. We are fully commited to providing ground breaking resources and an integrated prosperity administration platform that will help advisors work efficiently and deliver differentiated encounters to their shoppers. We search ahead to supporting their company nowadays and into the potential, offering a selection of enterprise products and capabilities that can meet them wherever they are.”
Advisors, find an LPL company progress agent in close proximity to you.
About LPL Financial:
LPL Fiscal (Nasdaq: LPLA) was founded on the principle that the organization really should work for the advisor, and not the other way around. Right now, LPL is a leader** in the markets we serve, supporting a lot more than 19,000 financial advisors, 800 establishment-primarily based expense courses and 450 independent RIA companies nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that People in america have earned obtain to personalized steering from a financial advisor. At LPL, independence means that advisors have the liberty they should have to decide on the business product, providers, and technological know-how means that allow for them to operate their perfect follow. And they have the freedom to manage their consumer relationships, for the reason that they know their clients ideal. Merely place, we take treatment of our advisors, so they can choose treatment of their purchasers.
* Benefit approximated centered on asset and keeping particulars provided to LPL from the calendar year 2021
**Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Supplier in the U.S (Based on total revenues, Fiscal Arranging magazine June 1996-2020) No. 1 provider of 3rd-social gathering brokerage services to banks and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune 500 as of June 2021
Securities and advisory services presented through LPL Financial LLC, an SEC-registered broker-vendor and investment advisor. Member FINRA/SIPC.
In the course of this communication, the phrases “financial advisors” and “advisors” are made use of to refer to registered associates and/or expenditure advisor reps affiliated with LPL Economic LLC. We routinely disclose data that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” portion of our site.
The Bucket Strategy® requires investments subject to dangers, service fees, and charges. There is no promise that any investing strategy will be worthwhile or present protection from reduction.
Accardi Economic Group, Lucia Funds Team and LPL Money are individual entities.
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