Antonio Porretta, MBA, AAMS®
“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@nullbbridgefin.com
Fax: (704) 973-4033
Address:
3916 Balmoral Ave.
Harrisburg, NC 28075
Antonio Porretta, MBA, AAMS®
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
MBA
Master of Business Administration
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
Disclosure
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.
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