Joseph Accardi
Joseph Accardi is a registered investment advisor at LPL Financial LLC, based in Wilbraham, MA, with 44 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
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2003Customer Dispute
April 1993Customer Dispute
March 1992Other Business ActivitiesSells Insurance
Joseph operates his LPL business through Accardi Financial Group, Inc. He is also a silent partner in Private Client Service Group, a tax preparation and accounting firm, and dedicates minimal time to this. Joseph is also an insurance agent selling non-variable insurance, dedicating minimal time to this, and serves as a board member for Taylor's Point Improvement Association.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Oftring & Company, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.