Individual Firm
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
DANIELLE MARIE ACCARDI
CRD#: 4385290
IA
B
LPL FINANCIAL LLCCRD#: 6413 85 POST OFFICE PARK, STE. 8525
WILBRAHAM, MA 01095
WILBRAHAM, MA 01095
0
Disclosures
12
Years of Experience
View By:
State Registrations
B
Arizona 11/29/2021
B
Montana 3/22/2022
B
California 11/29/2021
B
New Hampshire 11/29/2021
B
Colorado 12/10/2021
B
New Jersey 11/29/2021
B
Connecticut 11/29/2021
B
New York 11/29/2021
B
Delaware 3/24/2023
B
North Carolina 11/30/2021
B
Florida 11/29/2021
B
Ohio 11/30/2021
B
Georgia 9/30/2024
B
Pennsylvania 11/29/2021
B
Illinois 11/29/2021
B
Rhode Island 11/29/2021
B
Kansas 11/29/2021
B
South Carolina 11/29/2021
B
Kentucky 11/29/2021
B
Texas 11/29/2021
B
Maine 11/29/2021
IA
Texas 12/1/2021
B
Maryland 11/29/2021
B
Utah 11/28/2023
B
Massachusetts 11/29/2021
B
Vermont 11/29/2021
IA
Massachusetts 12/15/2021
B
Virginia 11/29/2021
B
Minnesota 11/29/2021
B
Washington 11/29/2021
SRO Registrations
B
View Exams Passed by the individual in the detailed report
Learn about permitted activities of registered representatives
Learn about permitted activities of registered principals
IA
Registered with this firm since 12/1/2021
B
Registered with this firm since 11/29/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/06/2020 - 11/29/2021 | WILBRAHAM, MA | |
B | 02/06/2013 - 11/29/2021 | WILBRAHAM, MA | |
IA | 02/23/2015 - 11/12/2020 | WILBRAHAM, MA |
For additional information about investment advisers or broker-dealers, please visit
B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.