Paul Accardi (CRD# 4429381) is an Investment Advisor Representative working at Lpl Financial LLC in Newburyport, MA and has over 22 years of experience in the finance industry.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 4689919
Abraham, Robert Ralph Jr
CRD# 5324751
Silver Maple Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Newburyport, MA | Jul 2007 - Current | 16 |
| Carr, Staples & Accardi | Haverhill, MA | Dec 1992 - Current | 31 |
| Northeast Planning Associates, Inc. | Newburyport, MA | Nov 2003 - Jan 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2001 |
- MA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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