Michael York, AIF®
Wealth Advisor
Bio
“What my clients have seemed to appreciate, is that I am sharing the most valuable resource of all with them…my time.” - Michael York
Michael joined Blackbridge Financial in 2012 after gaining more than twelve years of experience serving firms with institutional and high net worth objectives. As an Institutional Relationship Manager, Michael procures and supports relationships with community banks, credit unions and financial institutions that have partnered with LPL Financial.
As a Wealth Advisor with Blackbridge Financial, Michael has the ability to grow his business around his skills and strengths, the opportunity to cultivate and serve niche markets, and the freedom to spend more time with clients developing relationships.
Michael, who lives in Raleigh, is a lifetime resident of North Carolina. Outside of work, he enjoys/loves the outdoors, is an ACC sports fan, and enjoys cooking and entertaining.
myork@bbridgefin.com
919.673.9003
4005 Cardigan Place, Raleigh, NC 27609
schedule an appointment
Affiliations
Recognition
Education
Independent Advisor Alliance; Institutional Relationship Manager
Triangle Area Hampden-Sydney College Alumni Association; President, 2003-2010
Triangle Area Wells Fargo Toastmasters, Founding Member 2010
Phi Gamma Delta; Delta Deuteron Chapter graduate brother
Charles William Dabney Award for Outstanding Service to Hampden-Sydney College (2010)
Waters Cup for Leadership of the Nation’s Most Outstanding H-SC Alumni Association Chapter (2010)
NCAA Varsity Football at Hampden-Sydney College 1994-1997
Hampden-Sydney College, 1998; Majors in English and History
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 66
AIF®
Securities Registration States:
Insurance Registration States:
Series 7:
General Securities Registered Representative
Held with LPL Financial
Series 66:
Uniform Combined State Agent
Held with LPL Financial & IAA
AIF®:
Accredited Investment Fiduciary
Securities Registration States:
DC, NC, NJ, NY, VA NC, SC
Insurance Registration States:
NC
Life, Health, Accident, Long Term Care,
Medicare Supplement
General Securities Registered Representative
Uniform Combined State Agent
Accredited Investment Fiduciary
DC, NC, NJ, NY, VA NC, SC
NC
Held with LPL Financial
Held with LPL Financial & IAA
Life, Health, Accident, Long Term Care,
Medicare Supplement
