June 12, 2024


Passion For Business

LPL Financial Welcomes Family Team, Accardi Financial Group

CHARLOTTE, N.C., Jan. 31, 2022 (World NEWSWIRE) — LPL Monetary LLC announced these days that Accardi Financial Team has joined LPL Financial’s broker-dealer, company registered investment advisor (RIA) and custodial platforms. The staff claimed to LPL that it serves around $150 million in advisory, brokerage and retirement approach belongings.* They join from First Allied, element of the Cetera community of broker-sellers.

Based mostly in Wilbraham, Mass., Accardi Money Group (AFG) was founded in 1990 with a eyesight to help consumers operate towards exceptional lengthy-phrase investment decision effects by means of individualized programs that reflect their economical wants, appropriate possibility parameters and financial commitment time body. Much more than 30 decades later on, that principle still 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 support staff members associates.

“It means the entire world to have a legacy follow, understanding that my son and daughter, and perhaps even at some point grandchildren, will go on to serve long run generations of consumers,” Joe claimed, noting that the enterprise is poised to be headed by a girl when Danielle will take ownership right after his retirement in a couple yrs.

The group was recruited by Ray Lucia Jr., CEO of Lucia Funds Group (LCG), an present LPL company. Accardi Fiscal Group is the 1st team to be a part of LCG Fiscal Companions, LCG’s unbiased advisor affiliation model. “We selected to shift to LPL to cement a connection with Lucia Funds Team and to be more productive and adaptable in how we operate our follow,” Joe stated, noting that the two corporations remain individual entities. We now have access to LCG’s full suite of providers, including The Bucket System ® retirement setting up procedure, asset administration system, digital marketing and again-business support crew which offers Danielle and Damon a new route to long term growth options for AFG and our shoppers. We consider our partnership with LCG, along with LPL’s size, scale and motivation to innovation, will deliver our customers accessibility to increased technological know-how, simplified statements and enhanced company experiences.”

Scott Posner, LPL government vice president, Business Advancement, reported, “Joe has crafted an remarkable legacy business enterprise and we are honored to welcome the whole Accardi group into the LPL neighborhood. We are committed to providing revolutionary instruments and an built-in wealth management platform that will help advisors work proficiently and supply differentiated activities to their consumers. We appear forward to supporting their small business today and into the upcoming, providing a alternative of organization versions and abilities that can meet up with them where by they are.”

Advisors, obtain an LPL small business advancement representative close to you.

About LPL Financial:
LPL Financial (Nasdaq: LPLA) was founded on the theory that the company should really work for the advisor, and not the other way around. Right now, LPL is a chief** in the markets we provide, supporting extra than 19,000 monetary advisors, 800 institution-dependent investment decision applications and 450 impartial RIA companies nationwide. We are steadfast in our commitment to the advisor-centered design and the perception that Americans should have access to personalised steerage from a economical advisor. At LPL, independence suggests that advisors have the liberty they deserve to choose the business enterprise design, products and services, and engineering means that permit them to run their great observe. And they have the liberty to deal with their client associations, since they know their shoppers greatest. Basically put, we choose care of our advisors, so they can get care of their clientele.

* Worth approximated primarily based on asset and holding aspects presented to LPL from the year 2021

**Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Supplier in the U.S (Dependent on total revenues, Economic Preparing magazine June 1996-2020) No. 1 company of third-party brokerage companies to banking companies and credit rating unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 as of June 2021

Securities and advisory products and services provided by means of LPL Monetary LLC, an SEC-registered broker-vendor and investment decision advisor. Member FINRA/SIPC. 

Throughout this communication, the phrases “financial advisors” and “advisors” are applied to refer to registered associates and/or expenditure advisor associates affiliated with LPL Fiscal LLC. We routinely disclose information that may perhaps be critical to shareholders in the “Investor Relations” or “Press Releases” area of our web site.

The Bucket Strategy® involves investments issue to challenges, charges, and fees. There is no assurance that any investing strategy will be profitable or supply defense from loss.

Accardi Fiscal Team, Lucia Capital Group and LPL Money are separate entities.

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