Antonio Porretta, MBA, AAMS®
Wealth Advisor
Bio
“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
Antonio is a Wealth Advisor who specializes in helping people create, distribute, and preserve their wealth. He has spent over 20 years working with individuals and managing investment portfolios in several states across the country. Antonio has been affiliated with LPL Financial for the past 10 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.
aporretta@bbridgefin.com
704.960.9646
3916 Balmoral Ave., Harrisburg, NC 28075
Affiliations
Business
Recognition
Education
St. james
catholic church
LPL Financial
freedom club member
Rochester institute of technology; saunders
school of business, 2007;
executive mba
Services Include
but are not limited to
retirement income
planning
INVESTMENT
MANAGEMENT
asset
allocation
LONG-TERM
FINANCIAL PLANNING
401(K) ROLLOVER
SERVICES
Licenses & Registrations
Series 7
Series 63
Series 5
AAMS®
MBA
Securities Registration States:
Insurance Registration States:
Series 7:
General Securities Registered Representative
Held with LPL Financial
Series 63:
Uniform Securities State Agent
Held with LPL Financial
Series 5:
Uniform Investment Adviser
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
General Securities Registered Representative
Uniform Securities State Agent
Uniform Investment Adviser
Accredited Asset Management Specialist
Masters of Business Administration
AL, AZ, CA, DE, GA, MS, NC, NH, NJ, NY, PA, PR, TN
NC, SC
Held with LPL Financial
Held with LPL Financial
Held with Independent Advisor Alliance
Life and Long-Term Care Insurance
