LPL Financial Welcomes Family Team, Accardi Financial Group

Lavern Vogel

CHARLOTTE, N.C., Jan. 31, 2022 (World NEWSWIRE) — LPL Financial LLC declared today that Accardi Economical Team has joined LPL Financial’s broker-seller, corporate registered expense advisor (RIA) and custodial platforms. The staff noted to LPL that it serves around $150 million in advisory, brokerage and retirement system assets.* They be a part of from Initial Allied, element of the Cetera network of broker-sellers.

Primarily based in Wilbraham, Mass., Accardi Monetary Group (AFG) was founded in 1990 with a vision to assistance clientele operate towards fantastic extensive-time period expenditure benefits through personalized strategies that reflect their fiscal desires, acceptable chance parameters and investment decision time frame. Additional than 30 yrs afterwards, that principle nonetheless continues to be their focus and mission. Founder and Chairman Joe Accardi, RFC ®, CWS ®, AIF ®, is joined at the organization by his daughter, CEO Danielle Accardi and his son, President Damon Accardi, AIF®, as very well as two help team members.

“It indicates the planet to have a legacy exercise, figuring out that my son and daughter, and maybe even sooner or later grandchildren, will proceed to serve foreseeable future generations of shoppers,” Joe said, noting that the business is poised to be headed by a woman when Danielle will take possession immediately after his retirement in a couple several years.

The crew was recruited by Ray Lucia Jr., CEO of Lucia Money Team (LCG), an current LPL firm. Accardi Economic Team is the initially group to be a part of LCG Economical Partners, LCG’s independent advisor affiliation product. “We chose to transfer to LPL to cement a connection with Lucia Money Group and to be much more efficient and adaptable in how we operate our apply,” Joe stated, noting that the two companies continue to be different entities. We now have accessibility to LCG’s full suite of services, which includes The Bucket Approach ® retirement scheduling technique, asset administration system, digital promoting and back-workplace assist workforce which provides Danielle and Damon a new path to long term progress alternatives for AFG and our clients. We consider our partnership with LCG, alongside with LPL’s size, scale and dedication to innovation, will supply our shoppers obtain to enhanced technologies, simplified statements and improved assistance experiences.”

Scott Posner, LPL executive vice president, Enterprise Enhancement, explained, “Joe has designed an extraordinary legacy business and we are honored to welcome the entire Accardi team into the LPL group. We are committed to offering progressive applications and an built-in prosperity management system that allows advisors get the job done competently and produce differentiated encounters to their clients. We glance ahead to supporting their enterprise these days and into the long run, providing a preference of company products and abilities that can satisfy them where by they are.”

Advisors, discover an LPL small business advancement consultant around you.

About LPL Fiscal:
LPL Money (Nasdaq: LPLA) was founded on the basic principle that the business must operate for the advisor, and not the other way around. Now, LPL is a chief** in the markets we serve, supporting extra than 19,000 monetary advisors, 800 establishment-dependent expense plans and 450 impartial RIA corporations nationwide. We are steadfast in our determination to the advisor-centered design and the belief that Americans are entitled to obtain to individualized direction from a financial advisor. At LPL, independence usually means that advisors have the freedom they are entitled to to select the enterprise design, products and services, and technological innovation sources that let them to run their perfect follow. And they have the freedom to deal with their consumer relationships, mainly because they know their customers ideal. Just set, we consider treatment of our advisors, so they can acquire treatment of their purchasers.

* Price approximated dependent on asset and holding specifics offered to LPL from the year 2021

**Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Seller in the U.S (Centered on full revenues, Money Setting up magazine June 1996-2020) No. 1 service provider of 3rd-social gathering brokerage companies to banking companies and credit history unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021

Securities and advisory services provided through LPL Monetary LLC, an SEC-registered broker-dealer and financial commitment advisor. Member FINRA/SIPC. 

All over this interaction, the phrases “financial advisors” and “advisors” are used to refer to registered representatives and/or investment decision advisor associates affiliated with LPL Financial LLC. We routinely disclose info that could be vital to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.

The Bucket Strategy® requires investments topic to hazards, expenses, and bills. There is no assurance that any investing strategy will be rewarding or offer defense from reduction.

Accardi Economic Group, Lucia Money Team and LPL Economical are independent entities.

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Shannon Greene
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