Bruce Richardson
“To me, being an entrepreneur, means having the opportunity every day to plot my own course while serving the community in which I live.”
Bruce Richardson
Check the background of this investment professional
Address:
101 Beatties Ford Rd.
Charlotte N.C. 28216
Bruce Richardson
Independent Wealth Manager
Bruce gained fourteen years of valuable experience in the financial services industry prior to joining Blackbridge Financial in 2013. He prides himself on being a client-focused advisor with a passion for financial education and empowerment. Bruce specializes in assisting individuals, business owners and corporations with retirement planning, asset management and estate planning strategies.
Originally from Wilmington, Bruce has lived in Charlotte for the past 31 years. Outside of work, he enjoys grilling/cooking, traveling, and spending time with friends and family including his wife, Erika and daughters, Emery and Bryce.
Affiliations:
Independent Advisor Alliance; Advisory Trading Analyst
Pride Magazine; *author, presenter December 2015
Invest Collegiate Transform; Men of Invest Collegiate
Friendship Missionary Baptist Church
Most Recent Passport Stamp:
Mexico
Childhood Dream Occupation:
Real Estate Mogul
Education:
Shaw University, 2001; Business Administration
Series 7
General Securities Registered Representative
Held with LPL Financial
Series 63
Uniform Securities State Agent
Held with LPL Financial
Series 66
Uniform Combined State Agent
Held with Independent Advisor Alliance & LPL Financial
Securities Registration States
MN, NC, VA
Insurance Registration States
NC
Life
Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.