Nicholas Arcand

Blackbridge Financial

644 Independence Parkway
Suite 300

Chesapeake, VA 23320

757-382-4136

About Blackbridge Financial

We seek to help you, our clients, develop a holistic plan designed to connect you with your future.

Blackbridge Financial was founded in 2008 by Robert Russo in Charlotte, NC. Since then, Blackbridge has grown to more than 35 advisors in 8 states. At Blackbridge, we make our clients the top priority by guiding them through financial decisions at every stage of their lives. From financial plans to estate plans, investment management to risk management, from benefits for individuals to small business owners, we do it all so you dont have to. We measure our success by how well you sleep at night.

See Disclosures

General Information

Firm Start Year

1923

CRD#

6886990

Firm CRD#

6413

Name of Broker/Dealer

LPL FINANCIAL LLC

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning

Services

Investment Types

Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Your Office

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 65, Series 63, Series 7

Insurance and Annuity Licenses

Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Disability

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

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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

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