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seller-profile

Antonio V. Porretta

Blackbridge Financial

*

Harrisburg, NC 28075

704-960-9646

About Blackbridge Financial

Antonio V. Porretta, MBA, AAMS®
Independent Wealth Manager
Blackbridge Financial

Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. Mr. Porretta has spent nearly 18 years working with individuals and is currently accepting new clients that can benefit from his services. Antonio currently manages investment portfolios in several states across the country and is devoted to helping local families grow their wealth and focus on making their money last.

Services include but are not limited to:
*Retirement Income Planning
*Portfolio/Investment Management
*Asset Allocation
*401(k) Distribution Strategies
*Insurance/Long Term Care Planning

Clients that work with Antonio benefit from a level of personal service, communication, and attention that is often reserved for only the ultra-wealthy. By carefully listening to each person, Antonio is able to construct unique and effective strategies tailored specially for you.

Personal Service. Tailored Advice.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

See Disclosures

General Information

Firm Start Year

2011

No. of Employees

100-499

CRD#

4141550

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

CA,FL,GA,NC,NH,NY,MS,TN,others as needed.

Years of Experience in Financial Services

19

Number of Years with Current Firm

8

Work with the following types of clients

Businesses, Families, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Services

Investment Types

Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds

Can meet clients in the following ways

Email, Video Conference, Your Home, Phone, Your Office

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS®, Accredited Asset Management Specialist (AAMS®)

Securities Licenses

Series 65, Series 63, Series 7

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care, Accident

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$250,000

Education

MBA -

Rochester Institute of Technology
-

Disclosures

FinancialAdvisor.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialAdvisor.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialAdvisor.net cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.