Danielle Accardi
Danielle Accardi is a registered investment advisor at LPL Financial LLC, based in Wilbraham, MA, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
85 Post Office Park, Ste. 8525, Wilbraham, MA, 01095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Danielle operates Accardi Financial Group Inc. and Accardi Financial Group, LLC as DBAs for her LPL business, dedicating nearly full-time hours to the latter. She also owns rental real estate, is a notary, sells non-variable insurance (minimal time), and has outside W-2 employment with Bonfire Productions (minimal time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations28 states
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