CHARLOTTE, N.C., Jan. 31, 2022 (Globe NEWSWIRE) — LPL Money LLC announced these days that Accardi Fiscal Team has joined LPL Financial’s broker-seller, corporate registered financial investment advisor (RIA) and custodial platforms. The team reported to LPL that it serves close to $150 million in advisory, brokerage and retirement program belongings.* They be part of from Initial Allied, part of the Cetera network of broker-sellers.
Based mostly in Wilbraham, Mass., Accardi Monetary Team (AFG) was founded in 1990 with a eyesight to assist purchasers work toward remarkable lengthy-expression investment final results by way of individualized designs that reflect their monetary wants, acceptable possibility parameters and expenditure time body. More than 30 several years afterwards, that principle nonetheless continues to be their aim and mission. Founder and Chairman Joe Accardi, RFC ®, CWS ®, AIF ®, is joined at the agency by his daughter, CEO Danielle Accardi and his son, President Damon Accardi, AIF®, as properly as two assist employees customers.
“It suggests the planet to have a legacy follow, understanding that my son and daughter, and possibly even sooner or later grandchildren, will go on to provide long run generations of clients,” Joe stated, noting that the small business is poised to be headed by a woman when Danielle will take ownership following his retirement in a handful of decades.
The team was recruited by Ray Lucia Jr., CEO of Lucia Funds Group (LCG), an present LPL firm. Accardi Fiscal Team is the first staff to be part of LCG Economical Partners, LCG’s independent advisor affiliation product. “We chose to transfer to LPL to cement a relationship with Lucia Cash Team and to be more economical and adaptable in how we run our follow,” Joe explained, noting that the two firms continue to be different entities. We now have obtain to LCG’s full suite of companies, which includes The Bucket Approach ® retirement scheduling system, asset administration system, electronic advertising and marketing and back again-place of work help crew which gives Danielle and Damon a new route to future expansion chances for AFG and our shoppers. We imagine our partnership with LCG, along with LPL’s dimension, scale and commitment to innovation, will offer our shoppers accessibility to enhanced technological know-how, simplified statements and enhanced services experiences.”
Scott Posner, LPL govt vice president, Business enterprise Growth, mentioned, “Joe has crafted an amazing legacy small business and we are honored to welcome the overall Accardi staff into the LPL community. We are fully commited to delivering revolutionary instruments and an integrated wealth management platform that aids advisors function effectively and produce differentiated experiences to their purchasers. We appear ahead to supporting their enterprise these days and into the long term, offering a preference of business enterprise models and abilities that can meet them wherever they are.”
Advisors, obtain an LPL company advancement representative near you.
About LPL Financial:
LPL Economical (Nasdaq: LPLA) was started on the basic principle that the agency must function for the advisor, and not the other way all over. Today, LPL is a leader** in the marketplaces we provide, supporting extra than 19,000 economical advisors, 800 establishment-based mostly financial investment plans and 450 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered design and the belief that Americans are entitled to accessibility to personalised advice from a economical advisor. At LPL, independence indicates that advisors have the liberty they deserve to pick the organization design, expert services, and technology sources that allow for them to operate their fantastic exercise. And they have the freedom to manage their consumer associations, because they know their shoppers finest. Only set, we choose care of our advisors, so they can acquire care of their shoppers.
* Benefit approximated centered on asset and keeping particulars offered to LPL from the 12 months 2021
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Seller in the U.S (Centered on full revenues, Economic Preparing magazine June 1996-2020) No. 1 company of 3rd-party brokerage solutions to banks and credit unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune 500 as of June 2021
Securities and advisory expert services offered as a result of LPL Monetary LLC, an SEC-registered broker-seller and investment decision advisor. Member FINRA/SIPC.
All over this conversation, the phrases “financial advisors” and “advisors” are made use of to refer to registered representatives and/or expense advisor representatives affiliated with LPL Monetary LLC. We routinely disclose information that may well be vital to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.
The Bucket Strategy® will involve investments topic to hazards, service fees, and expenses. There is no ensure that any investing system will be worthwhile or supply defense from reduction.
Accardi Economic Team, Lucia Capital Group and LPL Money are separate entities.
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