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Private Wealth Services & Investment Advisory | Blackbridge Financial | Michael York
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Michael York

Blackbridge Financial

“What my clients have seemed to appreciate, is that I am sharing the most valuable resource of all with them…my time.”

Michael York

Check the background of this investment professional

Phone: (855) 6-BRIDGE ext. 12

Direct: (919) 673-9003

Fax: (919) 782-6957

Email: myork@bbridgefin.com

Address:

4005 Cardigan Place

Raleigh, NC 27609

Michael York

Financial Advisor

Institutional Relationship Manager

Michael joined Blackbridge Financial in 2012 after gaining more than twelve years of experience serving firms with institutional and high net worth objectives.  As an Institutional Relationship Manager, Michael procures and supports relationships with community banks, credit unions and financial institutions that have partnered with LPL Financial.

 

As an independent financial advisor, Michael has the ability to grow his business around his skills and strengths, the opportunity to cultivate and serve niche markets, and the freedom to spend more time with clients developing relationships.

 

Michael, who lives in Raleigh, is a lifetime resident of North Carolina.  Outside of work, he enjoys/loves the outdoors, is an ACC sports fan, and enjoys cooking and entertaining.

Affiliations:

Independent Advisor Alliance; Institutional Relationship Manager

Triangle Area Hampden-Sydney College Alumni Association; President, 2003-2010

Triangle Area Wells Fargo Toastmasters, Founding Member 2010

Phi Gamma Delta; Delta Deuteron Chapter graduate brother

 

Recognition:

Charles William Dabney Award for Outstanding Service to Hampden-Sydney College (2010)

Waters Cup for Leadership of the Nation’s Most Outstanding H-SC Alumni Association Chapter (2010)

NCAA Varsity Football at Hampden-Sydney College 1994-1997

 

Experienced Working With:

Banks/Credit Unions-and their clientele, business owners, Foundations/Endowments, qualified retirement plans

 

Surprising Fact:

I have been fully certified as a Kansas City BBQ Society BBQ competition judge.

Education:

Hampden-Sydney College, 1998; Majors in English and History

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 66

Uniform Combined State Agent

Held with Independent Advisor Alliance & LPL Financial

Securities Registration States

DC, NC, NJ, NY, VA

Insurance Registration States

NC

Life, Health, Accident, Long Term Care, Medicare Supplement

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