CHARLOTTE, N.C., Jan. 31, 2022 (World NEWSWIRE) — LPL Monetary LLC declared right now that Accardi Money Team has joined LPL Financial’s broker-seller, company registered investment advisor (RIA) and custodial platforms. The workforce reported to LPL that it serves around $150 million in advisory, brokerage and retirement prepare property.* They join from Very first Allied, section of the Cetera community of broker-sellers.
Dependent in Wilbraham, Mass., Accardi Fiscal Team (AFG) was founded in 1990 with a vision to assist consumers get the job done towards fantastic extended-expression expenditure results as a result of personalised options that reflect their economic requirements, appropriate danger parameters and expenditure time body. Far more than 30 a long time afterwards, that theory nonetheless stays their concentrate 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 well as two guidance staff members users.
“It implies the globe to have a legacy apply, figuring out that my son and daughter, and possibly even sooner or later grandchildren, will continue to serve upcoming generations of clientele,” Joe mentioned, noting that the small business is poised to be headed by a woman when Danielle can take possession just after his retirement in a several years.
The crew was recruited by Ray Lucia Jr., CEO of Lucia Money Team (LCG), an present LPL company. Accardi Fiscal Team is the first team to join LCG Monetary Companions, LCG’s impartial advisor affiliation product. “We selected to transfer to LPL to cement a connection with Lucia Capital Team and to be extra effective and versatile in how we operate our exercise,” Joe reported, noting that the two corporations keep on being independent entities. We now have entry to LCG’s comprehensive suite of solutions, including The Bucket Tactic ® retirement scheduling procedure, asset administration system, digital advertising and back-office help group which offers Danielle and Damon a new route to potential development prospects for AFG and our clients. We feel our partnership with LCG, alongside with LPL’s sizing, scale and commitment to innovation, will give our customers entry to enhanced technological know-how, simplified statements and improved assistance experiences.”
Scott Posner, LPL executive vice president, Business Progress, said, “Joe has constructed an extraordinary legacy company and we are honored to welcome the overall Accardi team into the LPL group. We are committed to supplying impressive instruments and an built-in wealth administration system that will help advisors perform competently and provide differentiated experiences to their clientele. We glance ahead to supporting their enterprise nowadays and into the potential, featuring a preference of organization products and abilities that can satisfy them where by they are.”
Advisors, locate an LPL business enhancement representative in the vicinity of you.
About LPL Fiscal:
LPL Economical (Nasdaq: LPLA) was founded on the principle that the firm should function for the advisor, and not the other way all over. Currently, LPL is a chief** in the marketplaces we serve, supporting far more than 19,000 money advisors, 800 institution-dependent financial investment plans and 450 unbiased RIA companies nationwide. We are steadfast in our motivation to the advisor-centered design and the perception that Us residents are entitled to accessibility to customized direction from a fiscal advisor. At LPL, independence indicates that advisors have the freedom they ought to have to select the small business model, providers, and engineering resources that allow them to run their ideal observe. And they have the flexibility to control their consumer relationships, due to the fact they know their consumers ideal. Merely place, we take treatment of our advisors, so they can acquire care of their clientele.
* Price approximated centered on asset and holding facts furnished to LPL from the yr 2021
**Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Seller in the U.S (Dependent on overall revenues, Fiscal Organizing journal June 1996-2020) No. 1 provider of 3rd-celebration brokerage services to financial institutions and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
Securities and advisory services made available by means of LPL Fiscal LLC, an SEC-registered broker-seller and expense advisor. Member FINRA/SIPC.
In the course of this communication, the terms “financial advisors” and “advisors” are applied to refer to registered reps and/or expenditure advisor associates affiliated with LPL Money LLC. We routinely disclose information that may be vital to shareholders in the “Investor Relations” or “Press Releases” portion of our site.
The Bucket Strategy® requires investments issue to pitfalls, service fees, and bills. There is no guarantee that any investing tactic will be worthwhile or supply defense from reduction.
Accardi Monetary Team, Lucia Cash Group and LPL Money are individual entities.
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