LPL Financial Welcomes Family Team, Accardi Financial Group

CHARLOTTE, N.C., Jan. 31, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC announced today that Accardi Economic Team has joined LPL Financial’s broker-dealer, corporate registered expenditure advisor (RIA) and custodial platforms. The group described to LPL that it serves around $150 million in advisory, brokerage and retirement system belongings.* They be a part of from Initially Allied, component of the Cetera community of broker-dealers.

Based in Wilbraham, Mass., Accardi Economical Group (AFG) was founded in 1990 with a vision to assist customers operate toward remarkable extensive-time period financial commitment success by customized ideas that mirror their financial desires, satisfactory chance parameters and investment time frame. Much more than 30 years later on, that principle however continues to be their concentrate and mission. Founder and Chairman Joe Accardi, RFC ®, CWS ®, AIF ®, is joined at the business by his daughter, CEO Danielle Accardi and his son, President Damon Accardi, AIF®, as properly as two assistance team associates.

“It indicates the world to have a legacy observe, understanding that my son and daughter, and probably even at some point grandchildren, will continue on to provide potential generations of clients,” Joe stated, noting that the business is poised to be headed by a lady when Danielle takes ownership right after his retirement in a couple of many years.

The staff was recruited by Ray Lucia Jr., CEO of Lucia Money Group (LCG), an existing LPL business. Accardi Monetary Group is the initially staff to sign up for LCG Money Partners, LCG’s independent advisor affiliation model. “We selected to shift to LPL to cement a relationship with Lucia Funds Team and to be far more successful and versatile in how we operate our apply,” Joe claimed, noting that the two corporations stay individual entities. We now have entry to LCG’s total suite of solutions, such as The Bucket Method ® retirement preparing method, asset management system, electronic internet marketing and back again-business help workforce which gives Danielle and Damon a new route to foreseeable future growth possibilities for AFG and our shoppers. We believe that our partnership with LCG, alongside with LPL’s measurement, scale and dedication to innovation, will deliver our consumers entry to increased know-how, simplified statements and enhanced services experiences.”

Scott Posner, LPL government vice president, Business Growth, reported, “Joe has created an remarkable legacy business enterprise and we are honored to welcome the full Accardi team into the LPL local community. We are fully commited to delivering modern instruments and an built-in prosperity management system that can help advisors operate successfully and supply differentiated encounters to their clients. We appear ahead to supporting their business enterprise today and into the foreseeable future, presenting a option of company models and abilities that can meet them the place they are.”

Advisors, discover an LPL company advancement consultant around you.

About LPL Money:
LPL Money (Nasdaq: LPLA) was founded on the principle that the business must function for the advisor, and not the other way all around. These days, LPL is a leader** in the marketplaces we serve, supporting far more than 19,000 economical advisors, 800 establishment-centered investment decision applications and 450 impartial RIA companies nationwide. We are steadfast in our determination to the advisor-centered model and the belief that People are entitled to obtain to customized assistance from a fiscal advisor. At LPL, independence implies that advisors have the flexibility they are worthy of to opt for the business enterprise design, providers, and engineering sources that let them to run their great follow. And they have the independence to deal with their customer relationships, mainly because they know their clients greatest. Simply place, we acquire care of our advisors, so they can consider care of their clients.

* Benefit approximated primarily based on asset and holding aspects presented to LPL from the 12 months 2021

**Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Vendor in the U.S (Dependent on full revenues, Money Scheduling magazine June 1996-2020) No. 1 provider of third-occasion brokerage solutions to financial institutions and credit unions (2020-2021 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune 500 as of June 2021

Securities and advisory companies offered by means of LPL Economic LLC, an SEC-registered broker-supplier and investment decision advisor. Member FINRA/SIPC. 

Throughout this conversation, the conditions “financial advisors” and “advisors” are made use of to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose info that may possibly be essential to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.

The Bucket Strategy® requires investments subject matter to pitfalls, service fees, and expenses. There is no assure that any investing approach will be profitable or provide safety from decline.

Accardi Economic Group, Lucia Cash Team and LPL Economic are individual entities.

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