June 15, 2024


Make Every Business

LPL Financial Welcomes Family Team, Accardi Financial Group

CHARLOTTE, N.C., Jan. 31, 2022 (World NEWSWIRE) — LPL Economical LLC declared these days that Accardi Economical Group has joined LPL Financial’s broker-supplier, corporate registered financial investment advisor (RIA) and custodial platforms. The crew claimed to LPL that it serves around $150 million in advisory, brokerage and retirement system property.* They be part of from Initially Allied, part of the Cetera community of broker-dealers.

Dependent in Wilbraham, Mass., Accardi Money Group (AFG) was founded in 1990 with a vision to help shoppers perform towards superb very long-term investment decision outcomes by way of customized strategies that mirror their economical needs, acceptable risk parameters and investment decision time frame. Much more than 30 years afterwards, that principle still remains their emphasis and mission. Founder and Chairman Joe Accardi, RFC ®, CWS ®, AIF ®, is joined at the company by his daughter, CEO Danielle Accardi and his son, President Damon Accardi, AIF®, as very well as two guidance employees associates.

“It indicates the planet to have a legacy practice, knowing that my son and daughter, and it’s possible even at some point grandchildren, will keep on to provide upcoming generations of clientele,” Joe said, noting that the business is poised to be headed by a female when Danielle usually takes ownership following his retirement in a several years.

The group was recruited by Ray Lucia Jr., CEO of Lucia Funds Group (LCG), an present LPL firm. Accardi Economical Group is the 1st crew to be part of LCG Economic Associates, LCG’s independent advisor affiliation design. “We chose to move to LPL to cement a romance with Lucia Funds Group and to be much more efficient and adaptable in how we operate our exercise,” Joe explained, noting that the two firms continue to be individual entities. We now have access to LCG’s total suite of solutions, which include The Bucket Method ® retirement scheduling system, asset management system, electronic marketing and advertising and back-workplace assist workforce which offers Danielle and Damon a new path to potential expansion options for AFG and our customers. We think our partnership with LCG, together with LPL’s dimension, scale and commitment to innovation, will give our clientele accessibility to enhanced technology, simplified statements and improved services ordeals.”

Scott Posner, LPL govt vice president, Business enterprise Progress, reported, “Joe has built an unbelievable legacy organization and we are honored to welcome the overall Accardi group into the LPL group. We are fully commited to delivering progressive instruments and an built-in wealth administration platform that aids advisors operate proficiently and supply differentiated activities to their customers. We glance ahead to supporting their enterprise now and into the upcoming, featuring a alternative of enterprise models and abilities that can meet up with them wherever they are.”

Advisors, locate an LPL company enhancement consultant in close proximity to you.

About LPL Financial:
LPL Monetary (Nasdaq: LPLA) was founded on the basic principle that the business really should function for the advisor, and not the other way about. Today, LPL is a leader** in the markets we provide, supporting extra than 19,000 economic advisors, 800 establishment-based investment decision systems and 450 independent RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that People should have access to individualized guidance from a financial advisor. At LPL, independence implies that advisors have the liberty they deserve to select the company design, companies, and know-how sources that let them to run their best exercise. And they have the flexibility to manage their shopper associations, because they know their clientele best. Basically set, we choose care of our advisors, so they can consider care of their clientele.

* Value approximated based on asset and keeping facts presented to LPL from the calendar year 2021

**Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Vendor in the U.S (Based on complete revenues, Financial Preparing magazine June 1996-2020) No. 1 provider of third-bash brokerage providers to financial institutions and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory providers offered through LPL Economical LLC, an SEC-registered broker-supplier and financial investment advisor. Member FINRA/SIPC. 

During this conversation, the conditions “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor associates affiliated with LPL Economic LLC. We routinely disclose information and facts that may well be crucial to shareholders in the “Investor Relations” or “Press Releases” section of our website.

The Bucket Strategy® consists of investments subject to challenges, costs, and charges. There is no assure that any investing approach will be worthwhile or offer security from decline.

Accardi Monetary Team, Lucia Capital Team and LPL Economical are different entities.

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