National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Antonio V. Porretta

Blackbridge Financial

*

Harrisburg, NC 28075
(704) 9609646

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

19

Number of Years with Current Firm

8

I work with the following types of clients

Families, Businesses, Individual Investors

Services

Investment Types

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

I can meet clients in the following ways

Via email, Via phone, At your home, At your office, Video Conference

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Asset Management Specialist (AAMS®)

Securities Licenses

Series 63, Series 65, Series 7

Insurance and Annuity Licenses

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