CHARLOTTE, N.C., Jan. 31, 2022 (Globe NEWSWIRE) — LPL Financial LLC declared now that Accardi Money Team has joined LPL Financial’s broker-seller, corporate registered investment decision advisor (RIA) and custodial platforms. The group described to LPL that it serves close to $150 million in advisory, brokerage and retirement prepare belongings.* They be part of from Initial Allied, part of the Cetera community of broker-sellers.
Primarily based in Wilbraham, Mass., Accardi Monetary Team (AFG) was started in 1990 with a eyesight to enable shoppers work towards superb very long-term financial commitment final results by individualized designs that replicate their economical requirements, satisfactory chance parameters and financial investment time body. Extra than 30 yrs later on, that basic principle even now stays their aim 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 assist workers users.
“It means the earth to have a legacy observe, realizing that my son and daughter, and it’s possible even eventually grandchildren, will proceed to provide potential generations of consumers,” Joe said, noting that the business enterprise is poised to be headed by a girl when Danielle usually takes ownership right after his retirement in a number of a long time.
The workforce was recruited by Ray Lucia Jr., CEO of Lucia Funds Group (LCG), an current LPL agency. Accardi Financial Team is the 1st staff to be part of LCG Economic Partners, LCG’s unbiased advisor affiliation model. “We chose to go to LPL to cement a partnership with Lucia Cash Team and to be extra economical and flexible in how we operate our exercise,” Joe said, noting that the two companies keep on being different entities. We now have access to LCG’s full suite of services, which include The Bucket Method ® retirement scheduling process, asset administration platform, electronic marketing and back-business office guidance staff which presents Danielle and Damon a new route to future development prospects for AFG and our purchasers. We think our partnership with LCG, together with LPL’s dimensions, scale and commitment to innovation, will supply our consumers accessibility to improved engineering, simplified statements and increased service activities.”
Scott Posner, LPL govt vice president, Business Enhancement, said, “Joe has designed an outstanding legacy small business and we are honored to welcome the total Accardi staff into the LPL community. We are committed to offering revolutionary applications and an built-in prosperity administration platform that can help advisors operate competently and supply differentiated activities to their purchasers. We seem forward to supporting their company today and into the future, featuring a choice of organization models and abilities that can fulfill them in which they are.”
Advisors, uncover an LPL organization advancement consultant in close proximity to you.
About LPL Economic:
LPL Monetary (Nasdaq: LPLA) was founded on the principle that the agency should really do the job for the advisor, and not the other way around. Right now, LPL is a leader** in the markets we provide, supporting far more than 19,000 financial advisors, 800 establishment-based expense programs and 450 unbiased RIA companies nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that People ought to have accessibility to customized steerage from a financial advisor. At LPL, independence implies that advisors have the flexibility they ought to have to choose the business enterprise product, companies, and technological innovation resources that let them to run their ideal apply. And they have the flexibility to regulate their customer interactions, since they know their consumers finest. Merely set, we take care of our advisors, so they can take treatment of their customers.
* Value approximated dependent on asset and keeping aspects presented to LPL from the calendar year 2021
**Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Seller in the U.S (Based mostly on overall revenues, Economic Arranging journal June 1996-2020) No. 1 company of 3rd-party brokerage providers to banks and credit score unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune 500 as of June 2021
Securities and advisory services available by LPL Money LLC, an SEC-registered broker-supplier and investment decision advisor. Member FINRA/SIPC.
All through this conversation, the terms “financial advisors” and “advisors” are utilised to refer to registered associates and/or expense advisor representatives affiliated with LPL Monetary LLC. We routinely disclose information and facts that may be critical to shareholders in the “Investor Relations” or “Press Releases” segment of our web-site.
The Bucket Strategy® entails investments subject to threats, charges, and costs. There is no assure that any investing technique will be lucrative or deliver defense from decline.
Accardi Economic Group, Lucia Cash Team and LPL Fiscal are independent entities.
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