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

I work with the following types of clients

Families, Individual Investors, Businesses

Advisory Services Provided

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

Services

Investment Types

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

I can meet clients in the following ways

Video Conference, At your home, At your office, Via Phone, Via Email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Asset Management Specialist (AAMS®), AAMS^®

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

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

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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