AntonioV. Porretta- Financial Advisor Harrisburg, NC

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About Antonio V. Porretta

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

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses, Families

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

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

Securities Licenses

Series 63, Series 7, Series 65

Insurance and Annuity Licenses

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

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$250,000

Education

MBA -

Rochester Institute of Technology

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com 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.

Paladin Advisors

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Paladin Research Report For:

Antonio V. Porretta

Blackbridge Financial