“Blackbridge Financial was created for the sole purpose of serving clients and investors with the highest levels of honesty, integrity and transparency. Putting clients first has always been our mission. We are connected not only to our clients, but also to the communities in which they live.”
Check the background of this investment professional
Robert is the Founder of Blackbridge Financial, named among Charlotte’s 50 fastest growing companies [2012-2014]*, and Independent Advisor Alliance, the largest hybrid LPL branch office located in the Carolinas [2015-2016].** Robert has been recognized as a leader in our industry and is a member of LPL Financial’s Executive Council, which comprises the top 1% of its advisors based on total gross production.
Independent Advisor Alliance; Founder and CEO
LPL Financial; Executive Council Member
LPL Financial; Advocate of the Year, 2012
FSI/Financial Services Institute; Member 2009-2016
Retirement Plan Advisory Group; Member 2006-2012
NAPA/National Association of Plan Advisors; Leadership award qualifier, 2014 *This award is based on a 3-year average of employee and revenue growth.
NAPA/National Association of Plan Advisors; ’40 Under 40’ nominee, 2015
NAPA/National Association of Plan Advisors; 401(k) Leadership award nominee, 2016
SHRM/ Society for Human Resource Management- Carolinas Chapter; Strategic Sponsor
ARC of Mecklenburg County; Volunteer of the Year, 2013
ARC of Mecklenburg County; Board Member of the Year, 2014
Ballantyne Professional Network Connection; Past President
University of TN/Charlotte Alumni Association; Past Vice President
Toringdon Partner Board; Past Vice President
MetroNet; Past Treasurer
Charlotte Business Journal ‘Fast 50’; Award Winner, 2012, 2013, 2014*
Investment News ’40 under 40’; Award Winner, 2015**
Smart CEO ‘Future 50’; Award Winner, 2016***
University of Tennessee, 2000; Business Administration/Sports Management
*Charlotte Business Journal Fast 50 Award: Companies qualified for the rankings based on a formula that reflects dollar and percentage growth during a three-year period. To qualify, companies had to have at least $1 million in revenue based on the year and be based in the Charlotte region.
** Investment News ’40 Under 40’ award for 2015 is based on accomplishments to date, contribution to the industry, leadership and promise as defined by Investment News.
*** Smart CEO ‘Future 50’ award for 2016 is based on three year average of employee and revenue growth for mid-sized companies.
General Securities Registered Representative
Held with LPL Financial
Uniform Securities State Agent
Held with LPL Financial
Uniform Combined State Agent
Held with Independent Advisor Alliance & LPL Financial
General Securities Principal
Held at LPL Financial
Accredited Asset Management Specialist
Certified Retirement Plans Specialist
Accredited Investment Fiduciary
Securities Registration States
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.