Kyle Arcand, ChFC®, CLU®, LUTCF®, MBA, CFP®
Wealth Manager
Bio
“We ask the questions that help you to crystalize what is truly important ” - Kyle Arcand
For over 30 years, Kyle has assisted clients in making informed investment decisions for financial wellness throughout the course of their lives. He is committed to helping clients make smart investment decisions, mitigate taxes, magnify their charitable giving, maintain the assets of their estate into posterity. Kyle specializes in serving business owners, corporate executives, and retirees.
As a wealth advisor, Kyle utilizes a consultative process that puts the client first. He takes the time to listen and understand who the most important people in his clients lives and what they want to accomplish. He strives to make sure his clients are equipped with the right information to make great decisions and assists them in implementing those decisions.
Originally from Remsen, NY, Kyle and his family has been residents of Windsor, VA, for more than 20 years. Outside of the office, Kyle enjoys traveling with his wife, Lisa, scuba diving, fishing, hunting, and riding his motorcycle.
karcand@bbridgefin.com
757.382.4129
644 Independence Parkway, Suite 300, Chesapeake, VA 23320
www.blackbridgeva.com
schedule an appointment
Affiliations
Business Recognition
Education
oakland christian church
lpl patriot's club; 2019*
lpl directory's club, 2018*
hartwick college, b.a.
the college of william and mary, 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 6
Series 7
Series 63
Series 65
Series 9
Series 10
Series 26
MBA
ChFC®
CLU®
Securities Registration States:
Insurance Registration States:
Series 6:
Investment Company Products/Variable Contracts Rep.
Held with LPL Financial
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 LPL Financial
Series 9:
General Securities Sales Supervisor - Options
Held with LPL Financial
Series 10:
General Securities Sales Supervisor - General
Held with LPL Financial
Series 26:
Investment Company Products/Variable Contracts Principal
Held with LPL Financial
MBA:
Master of Business Administration
ChFC®:
Chartered Financial Consultant
CLU®:
Chartered Life Underwriter
Securities Registration States:
AZ, FL, MD, MI, NE, NH, NJ, NY, NC, PA, SC, TX, VA
Insurance Registration States:
AZ, MD, NE, NH, PA, SC, TN, VA
Investment Company Products/Variable Contracts Rep.
General Securities Registered Representative
Uniform Securities State Agent
Uniform Investment Adviser
General Securities Sales Supervisor - Options
General Securities Sales Supervisor - General
Investment Company Products/Variable Contracts Principal
Master of Business Administration
Chartered Financial Consultant
Chartered Life Underwriter
AZ, FL, MD, MI, NE, NH, NJ, NY, NC, PA, SC, TX, VA
AZ, MD, NE, NH, PA, SC, TN, VA
Held with LPL Financial
Held with LPL Financial
Held with LPL Financial
Held with Independent Advisor Alliance
Held with LPL Financial
Held with LPL Financial
Held with LPL Financial
check my background with finra
Award Notations: * The LPL Director’s Club and LPL Patriot’s Club achievements are based on annual production among LPL Advisors only.
