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Private Wealth Services & Investment Advisory | Blackbridge Financial | Antonio Porretta
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Antonio Porretta

Blackbridge Financial

“Being an entrepreneur has allowed me the freedom to balance family with business goals, treat clients with the kind of care and attention I would want to receive, and aim to construct personalized and effective strategies. My focus is on ‘Personal Service …Tailored Advice.”

Antonio Porretta

Check the background of this investment professional

Phone: (855) 6-BRIDGE ext. 11

Direct: (704) 960-9646

Email: aporretta@bbridgefin.com

Fax: (704) 973-4033

Address:

3916 Balmoral Ave.

Harrisburg, NC 28075

Antonio Porretta

Independent Wealth Manager

Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. He has spent over 15 years working with individuals and managing investment portfolios in several states across the country.  Antonio has been affiliated with LPL Financial for the past 5 years and has achieved the status of Freedom Club Member; this distinction is based on annual production among approximately 14,000 advisors registered nationwide and exemplifies leadership in the financial industry.

 

Originally from Rochester, NY, Antonio has been a resident of Harrisburg, NC since 2007.  Outside of work, he enjoys playing soccer and tennis, coaching, and spending time with his family; wife, Laura and children Cristiano, Victoria and Matteo.

Affiliations:

St. James Catholic Church

 

Business Recognition:

LPL Financial; Freedom Club Member

 

Services Include – but are not limited to:

Retirement Income Planning, Investment Management, Asset Allocation, Long Term Financial Planning, 401(k) Rollover

 

Most Recent Passport Stamp:

London

 

Education:

Rochester Institute of Technology; Saunders School of Business, 2007; Executive MBA

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 65

Uniform Investment Advisor

Held with Independent Advisor Alliance

AAMS®

Accredited Asset Management Specialist

Securities Registration States

AL, AZ, CA, DE, GA, MS, NC, NH, NJ, NY, PA, PR, TN

Insurance Registration States

NC, SC

life and long-term care insurance

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