Paul M Accardi

Current Employers

Employment History

• 12/1992 → 01/2025
  Carr, Staples & Accardi
  Haverhill, MA
• 07/2007 → Present
  Lpl Financial Llc
  Newburyport, MA
• 02/2025 → 09/2025
  Csa Tax And Advisory
  Haverhill, MA
• 11/2003 → Present
  Northeast Planning Associates, Inc.
  Newburyport, MA

Previous Registrations

• 2004-09-23 → 2017-04-04
  Northeast Planning Associates, Inc.
  Newburyport, MA
• 2004-03-17 → 2004-10-08
  Mutual Service Corporation
  Bedford, NH
  Bedford, NH
  Newburyport, MA
• 2001-12-19 → 2003-11-13
  Veravest Investment Advisors, Inc.
  Haverhill, MA

Other Businesses

(1) 09/12/2007: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - Life, health, LTC, and group. (2) 09/17/2007: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - Life & health, Annuity, LTC, Group Benefits (3) 2/6/2017 - Rental Condo #1 - Investment Related - Haverhill, MA - Real Estate Rental - Started 01/01/2017 - 1 Hour Per Month/0 Hours During Securities Trading - Own and manage rental Condex. (4) 09/04/2025 - Northeast Planning Associates, Inc. - DBA for LPL Business (entity for LPL business) - At reported Business location(s) - Inv Rel - Start date: 09/02/2025 - 0Hour Per Month/0 Hours During Securities Trading. (5) 10/14/2025 - Haverhill Bank - Not Investment Related - For-Profit Board Member - Haverhill, MA - Start Date:09/29/2025 - 5 Hrs/Mth - 1 Hrs During Trading. (6) 10/24/2025 - Northeast Planning Associates, Inc. - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - start Date 08/28/2025 - 4 hours per month/ 1 hour during trading - I provide financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 4 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2001-08-24