CHARLOTTE, N.C., Jan. 31, 2022 (World NEWSWIRE) — LPL Economical LLC announced these days that Accardi Money Team has joined LPL Financial’s broker-seller, company registered financial investment advisor (RIA) and custodial platforms. The crew claimed to LPL that it serves close to $150 million in advisory, brokerage and retirement strategy property.* They sign up for from Very first Allied, section of the Cetera community of broker-sellers.
Based in Wilbraham, Mass., Accardi Money Group (AFG) was established in 1990 with a vision to assist customers work toward excellent prolonged-expression investment benefits by way of personalised plans that mirror their monetary desires, satisfactory threat parameters and expenditure time body. More than 30 yrs later, that basic principle nonetheless continues to be their focus 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 help team users.
“It suggests the globe to have a legacy follow, knowing that my son and daughter, and maybe even sooner or later grandchildren, will keep on to serve long run generations of consumers,” Joe said, noting that the company is poised to be headed by a woman when Danielle requires possession just after his retirement in a couple of yrs.
The staff was recruited by Ray Lucia Jr., CEO of Lucia Money Team (LCG), an existing LPL firm. Accardi Monetary Group is the initially group to join LCG Economical Partners, LCG’s unbiased advisor affiliation design. “We chose to shift to LPL to cement a romance with Lucia Money Group and to be additional successful and versatile in how we run our exercise,” Joe stated, noting that the two companies continue being different entities. We now have entry to LCG’s complete suite of services, together with The Bucket Method ® retirement preparing technique, asset management system, electronic marketing and advertising and again-business help crew which provides Danielle and Damon a new path to potential progress alternatives for AFG and our shoppers. We think our partnership with LCG, along with LPL’s size, scale and motivation to innovation, will offer our clientele entry to increased technological know-how, simplified statements and improved service ordeals.”
Scott Posner, LPL govt vice president, Company Progress, stated, “Joe has created an unbelievable legacy small business and we are honored to welcome the entire Accardi group into the LPL neighborhood. We are fully commited to delivering innovative resources and an integrated wealth administration platform that will help advisors do the job competently and provide differentiated encounters to their customers. We seem forward to supporting their organization right now and into the foreseeable future, presenting a decision of enterprise types and abilities that can satisfy them exactly where they are.”
Advisors, uncover an LPL enterprise improvement representative around you.
About LPL Fiscal:
LPL Economic (Nasdaq: LPLA) was launched on the theory that the agency need to perform for the advisor, and not the other way around. Now, LPL is a chief** in the markets we provide, supporting more than 19,000 monetary advisors, 800 institution-centered investment decision systems and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered product and the perception that Us residents have earned obtain to personalized advice from a fiscal advisor. At LPL, independence implies that advisors have the independence they have earned to opt for the small business model, services, and engineering resources that enable them to operate their great practice. And they have the liberty to control their consumer relationships, simply because they know their customers best. Basically set, we acquire treatment of our advisors, so they can take care of their purchasers.
* Price approximated centered on asset and holding details offered to LPL from the year 2021
**Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S (Based mostly on whole revenues, Fiscal Arranging magazine June 1996-2020) No. 1 supplier of third-celebration brokerage products and services to banking institutions and credit score unions (2020-2021 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune 500 as of June 2021
Securities and advisory companies made available via LPL Financial LLC, an SEC-registered broker-supplier and financial commitment advisor. Member FINRA/SIPC.
All through this conversation, the phrases “financial advisors” and “advisors” are made use of to refer to registered reps and/or financial commitment advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose data that may perhaps be crucial to shareholders in the “Investor Relations” or “Press Releases” portion of our site.
The Bucket Strategy® entails investments issue to hazards, fees, and expenses. There is no assurance that any investing tactic will be successful or present security from reduction.
Accardi Economic Team, Lucia Money Team and LPL Economical are separate entities.
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