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.

General Information

Firm Start Year

2011

No.of Employees

100-499

CRD#

4141550

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

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses, Families

Advisory Services Provided

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

Services

Investment Types

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

Can meet clients in the following ways

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

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

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

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$250,000

Education

MBA -

Rochester Institute of Technology
-

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.

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