CHARLOTTE, N.C., Jan. 31, 2022 (World NEWSWIRE) — LPL Economic LLC declared today that Accardi Economical Team has joined LPL Financial’s broker-supplier, corporate registered financial commitment advisor (RIA) and custodial platforms. The workforce claimed to LPL that it serves about $150 million in advisory, brokerage and retirement program belongings.* They be a part of from To start with Allied, component of the Cetera network of broker-sellers.
Centered in Wilbraham, Mass., Accardi Financial Group (AFG) was founded in 1990 with a eyesight to assistance clientele work toward remarkable lengthy-term expense results as a result of individualized programs that replicate their economical desires, acceptable risk parameters and investment decision time body. Far more than 30 years later, that theory nonetheless stays their focus and mission. Founder and Chairman Joe Accardi, RFC ®, CWS ®, AIF ®, is joined at the firm by his daughter, CEO Danielle Accardi and his son, President Damon Accardi, AIF®, as perfectly as two guidance staff customers.
“It means the globe to have a legacy observe, being aware of that my son and daughter, and it’s possible even at some point grandchildren, will proceed to serve potential generations of customers,” Joe stated, noting that the business enterprise is poised to be headed by a girl when Danielle takes ownership after his retirement in a couple many years.
The crew was recruited by Ray Lucia Jr., CEO of Lucia Cash Group (LCG), an present LPL agency. Accardi Money Team is the initial workforce to be part of LCG Monetary Associates, LCG’s impartial advisor affiliation product. “We selected to go to LPL to cement a romance with Lucia Cash Team and to be extra effective and adaptable in how we run our observe,” Joe explained, noting that the two companies continue to be independent entities. We now have access to LCG’s full suite of products and services, including The Bucket System ® retirement setting up method, asset administration system, electronic promoting and back-office environment assistance staff which provides Danielle and Damon a new path to foreseeable future advancement possibilities for AFG and our purchasers. We consider our partnership with LCG, along with LPL’s sizing, scale and dedication to innovation, will supply our consumers accessibility to enhanced technological innovation, simplified statements and increased service experiences.”
Scott Posner, LPL government vice president, Business Improvement, stated, “Joe has created an unbelievable legacy small business and we are honored to welcome the total Accardi workforce into the LPL neighborhood. We are committed to giving innovative tools and an built-in prosperity administration platform that allows advisors operate efficiently and produce differentiated ordeals to their shoppers. We appear ahead to supporting their enterprise now and into the future, providing a preference of company models and capabilities that can meet up with them in which they are.”
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About LPL Money:
LPL Economical (Nasdaq: LPLA) was founded on the principle that the business really should do the job for the advisor, and not the other way close to. Today, LPL is a chief** in the markets we serve, supporting a lot more than 19,000 money advisors, 800 establishment-primarily based investment decision programs and 450 impartial RIA companies nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that Individuals are entitled to obtain to individualized assistance from a monetary advisor. At LPL, independence indicates that advisors have the liberty they deserve to opt for the business design, providers, and know-how methods that enable them to run their best apply. And they have the liberty to take care of their customer interactions, since they know their consumers greatest. Only set, we take treatment of our advisors, so they can get care of their purchasers.
* Worth approximated centered on asset and keeping aspects delivered to LPL from the calendar year 2021
**Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S (Based on full revenues, Economical Preparing journal June 1996-2020) No. 1 company of 3rd-bash brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Study & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
Securities and advisory products and services available by means of LPL Money LLC, an SEC-registered broker-seller and financial investment advisor. Member FINRA/SIPC.
Through this communication, the terms “financial advisors” and “advisors” are employed to refer to registered associates and/or expense advisor associates affiliated with LPL Economical LLC. We routinely disclose information that may be essential to shareholders in the “Investor Relations” or “Press Releases” section of our site.
The Bucket Strategy® consists of investments matter to risks, charges, and expenses. There is no ensure that any investing technique will be lucrative or supply protection from decline.
Accardi Economical Group, Lucia Money Group and LPL Fiscal are individual entities.
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