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Private Wealth Services & Investment Advisory | Blackbridge Financial | Brett McKeithan
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Brett McKeithan

Blackbridge Financial

“Blackbridge Financial is built on core values that guide everything we do; honesty, trust, integrity, transparency.  I spend the time getting to know my clients prior to working with them.  We create long-term strategies, ensuring they are educated and confident at every step. Together we create, ‘A Strong House, A Strong Foundation.’

W. Brett McKeithan

Check the background of this investment professional

Phone: (855) 6-BRIDGE ext. 10

Fax: (910) 454-0807

Email: bmckeithan@bbridgefin.com

Website: www.blackbridgeofsouthport.com

Address:

1424 North Howe St.

Southport, NC 28461

W. Brett McKeithan, ChFC®, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ Practitioner

Brett joined LPL Financial in May 2014 with more than 17 years of industry experience.  He is a gifted communicator and enjoys educating his clients on the markets and how they affect their own unique situation.  Brett take pride in keeping his clients informed, helping them understand the complexities involved with managing their money and assisting them in making good decisions.  He believes that there is a never a question that should go unanswered.

 

Brett achieved the status of Freedom Club Member at LPL Financial in 2015; this distinction is based on an annual production ranking of registered financial advisors supported by LPL Financial, recognizing a production level greater than 60% of LPL Financial Advisors.

 

In his spare time, Brett enjoys playing basketball and golf, working out, fishing, traveling and dining with friends.  He resides in Southport, NC, with his wife of 20 years, Theresa, and their children, Jordan and Sidney.

Business Recognition:

LPL Financial; Freedom Club Member, 2015

 

Memberships/Philanthropy:

Kiwanis Club

Lions Club

Communities In Schools of Brunswick County

Southport Baptist Church

 

Niche Market:

Retirees and Those Nearing Retirement

 

Most Recent Passport Stamp:

Jamaica

 

Recently Read Books:

Phil Jackson-Eleven Rings: The Soul of Success, Warren Buffett-Interpretation of Financial Statements, Dale Carnegie-How to Win Friends and Influence People, Reza Aslan-Zealot- The Life and Times of Jesus of Nazareth

Education:

East Carolina University, 1993 Communications

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 at Independent Advisor Alliance

ChFC®

Chartered Financial Consultant

 

CFP®

CERTIFIED FINANCIAL PLANNING™ Practitioner

 

Securities Registration States

AL, DE, FL, KY, NC, OH, SC, VA, WA

Insurance Registration States

NC

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