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Private Wealth Services & Investment Advisory | Blackbridge Financial | K. Andrew Putnam, CFP®
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K. Andrew Putnam, CFP®

Blackbridge Financial

“Providing sound financial advice is about understanding a client’s needs, desires and always doing what is in their best interest.

 

Andrew Putnam

Check the background of this investment professional

Phone: (855) 6-BRIDGE x27

Email: aputnam@nullbbridgefin.com

Website: http://www.blackbridgesc.com

Address:

18067 W. Catawba Ave., Ste. 206

Cornelius, NC 28031

Andrew Putnam

CERTIFIED FINANCIAL PLANNER™ Practitioner
Wealth Advisor

Beginning his financial services career in 2010, Andrew specializes in financial and retirement planning and enjoys working with small business owners, employees and executives of corporations large and small. He concentrates on the design and implementation of comprehensive investment, retirement and estate plans for both pre-retirees and retirees.

 

A lifetime resident of North Carolina, Andrew enjoys reading non-fiction books, hiking and exploring both State and National parks in his spare time.

Affiliations:
Crossnore Mountains of Hope School; Volunteer

 

Family Ties: “I have gone through life with a close-knit family. Many people don’t have this, and I am very grateful for it.”

 

Hidden Talent: 1st Degree Black Belt in Tae Kwon Do

 

Bragging Rights: A disc golf hole-in-one

 

Education: Appalachian State University, B.S. in Business Administration and Appropriate Technology

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 66

Uniform Securities State Agent

Held with Independent Advisor Alliance & LPL Financial

CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

Securities Registration States

FL, GA, IN, MN, NC, OH, SC, TX, VA

Insurance Registration States

NC, SC, GA

Life, Health, Accident, LTC

Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.