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 Years of Experience in Financial Services:    19 CRD#:    4141550 Firm CRD#:    6413 States Licensed in:    CA,FL,GA,NC,NH,NY,MS,TN,others as needed. Name of Custodial Firm:    LPL Financial Number of Years with Current Firm:    8 Work with the following types of clients:    Businesses, Individual Investors, Families Name of Broker/Dealer:    LPL Financial States Willing to do Business in:    Albemarle,Belmont,Charlotte,China Grove,Concord,Cornelius,Davidson,Denver,Huntersville,Indian Trail,Kannapolis,Landis,Locust,Matthews,Mc Adenville,Midland,Monroe,Mooresville,Mount Holly,Mount Pleasant,Pineville,Salisbury Advisory Services Provided:    Financial Planning for Businesses, Financial Planning for Individuals, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting

Services Investment Types:    Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs) Can meet clients in the following ways:    Your Office, Email, Phone, Your Home, Video Conference

Qualifications & Memberships Certifications, Accreditations & Designations:    AAMS®, Accredited Asset Management Specialist (AAMS®) Securities Licenses:    Series 7, Series 63, Series 65 Insurance and Annuity Licenses:    Long Term Care, Variable Annuity, Life, Annuity, Accident

Compliance Registered Investment Advisor:    Yes Registered Representative:    Yes Investment Advisor Representative:    Yes Acknowledged fiduciary:    Yes

Compensation and Fees Minimum Portfolio Size for New Managed Accounts:    $250,000

Frequently Asked Questions

Q.	Do you have a customer satisfaction or refund policy?

Q.	What are your qualifications? What is your education background?

Q.	How much risk should I be willing to take?

Q.	Why should I choose you as my financial advisor?

Q.	How do you charge for your services?

Q.	What services do you provide? What are your specialties?

Q.	What is your experience? How many clients do you currently manage?

Q.	What are your qualifications?

Q.	How many years of experience do you have?

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Q.	Do you have a customer satisfaction or refund policy?
It is my personal goal to ensure each client benefits from the highest level of Personal Service and Tailored Advice

Q.	What are your qualifications? What is your education background?
My approach is based off your personality and your goals. It is my passion to assist you through education and exploration so that you and your family can have a comfortable financial future.

Q.	How much risk should I be willing to take?
This is customized based on each individual client relationship.

Q.	Why should I choose you as my financial advisor?
With nearly 20yrs of experience , an MBA from an accredited Institution, and the Accredited Asset Management Specialist designation from the College of Financial Planning, I am ready to serve you!

Q.	How do you charge for your services?
I offer a full array of Financial Planning, Retirement Income Planning, Investment Management, and Insurance.

Q.	What services do you provide? What are your specialties?
I offer a full array of Financial Planning, Retirement Income Planning, Investment Management, and Insurance.

Q.	What is your experience? How many clients do you currently manage?
With nearly 20yrs of experience , an MBA from an accredited Institution, and the Accredited Asset Management Specialist designation from the College of Financial Planning, I am ready to serve you!

Q.	What are your qualifications?
With nearly 20yrs of experience , an MBA from an accredited Institution, and the Accredited Asset Management Specialist designation from the College of Financial Planning, I am ready to serve you!

Q.	How many years of experience do you have?
19 years