LPL Financial Welcomes Family Team, Accardi Financial Group
CHARLOTTE, N.C., Jan. 31, 2022 (Globe NEWSWIRE) — LPL Economical LLC declared currently that Accardi Fiscal Team has joined LPL Financial’s broker-dealer, company registered investment advisor (RIA) and custodial platforms. The staff reported to LPL that it serves somewhere around $150 million in advisory, brokerage and retirement system assets.* They be a part of from First Allied, section of the Cetera community of broker-sellers.
Primarily based in Wilbraham, Mass., Accardi Financial Group (AFG) was established in 1990 with a vision to assistance customers operate towards remarkable lengthy-term investment effects by way of personalised programs that reflect their monetary needs, satisfactory chance parameters and financial investment time frame. Additional than 30 yrs later, that theory nonetheless remains their concentration 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 very well as two help employees members.
“It usually means the world to have a legacy apply, being aware of that my son and daughter, and maybe even sooner or later grandchildren, will proceed to serve potential generations of consumers,” Joe reported, noting that the business enterprise is poised to be headed by a lady when Danielle takes possession immediately after his retirement in a number of a long time.
The group was recruited by Ray Lucia Jr., CEO of Lucia Cash Group (LCG), an existing LPL company. Accardi Economical Group is the very first crew to be a part of LCG Money Companions, LCG’s impartial advisor affiliation design. “We chose to transfer to LPL to cement a partnership with Lucia Funds Team and to be extra efficient and versatile in how we operate our exercise,” Joe mentioned, noting that the two companies stay separate entities. We now have obtain to LCG’s whole suite of expert services, including The Bucket Technique ® retirement scheduling technique, asset management platform, electronic marketing and advertising and back-workplace assistance staff which provides Danielle and Damon a new route to long term expansion alternatives for AFG and our clients. We believe our partnership with LCG, together with LPL’s size, scale and dedication to innovation, will supply our shoppers accessibility to increased technological know-how, simplified statements and increased assistance ordeals.”
Scott Posner, LPL govt vice president, Enterprise Development, reported, “Joe has built an amazing legacy small business and we are honored to welcome the full Accardi team into the LPL local community. We are committed to delivering ground breaking applications and an built-in wealth administration platform that assists advisors work proficiently and produce differentiated experiences to their customers. We search ahead to supporting their business right now and into the long term, giving a choice of organization types and capabilities that can satisfy them where they are.”
Advisors, come across an LPL business enterprise development consultant in the vicinity of you.
About LPL Fiscal:
LPL Monetary (Nasdaq: LPLA) was started on the principle that the company should get the job done for the advisor, and not the other way all-around. These days, LPL is a leader** in the marketplaces we serve, supporting additional than 19,000 economic advisors, 800 institution-based mostly financial commitment plans and 450 unbiased RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that Individuals should have entry to personalized steerage from a fiscal advisor. At LPL, independence indicates that advisors have the freedom they are entitled to to pick out the small business design, companies, and know-how assets that let them to operate their fantastic exercise. And they have the independence to handle their client interactions, for the reason that they know their purchasers greatest. Basically set, we just take care of our advisors, so they can just take care of their clients.
* Worth approximated based on asset and holding facts supplied to LPL from the 12 months 2021
**Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Seller in the U.S (Based mostly on overall revenues, Monetary Organizing magazine June 1996-2020) No. 1 company of 3rd-bash brokerage providers to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
Securities and advisory providers made available by means of LPL Fiscal LLC, an SEC-registered broker-vendor and expense advisor. Member FINRA/SIPC.
During this conversation, the phrases “financial advisors” and “advisors” are employed to refer to registered representatives and/or expenditure advisor associates affiliated with LPL Economic LLC. We routinely disclose info that may be vital to shareholders in the “Investor Relations” or “Press Releases” section of our site.
The Bucket Strategy® involves investments matter to pitfalls, expenses, and expenditures. There is no assure that any investing technique will be rewarding or present defense from reduction.
Accardi Economic Group, Lucia Money Group and LPL Fiscal are individual entities.
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