Broker Check
Antonio Porretta, MBA, AAMS®

Antonio Porretta, MBA, AAMS®

Wealth Advisor

Address: 3916 Balmoral Ave., Harrisburg, NC 28075

“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 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

Check My Background with FINRA

Series 7General Securities Registered RepresentativeHeld with LPL Financial
Series 63Uniform Securities State AgentHeld with LPL Financial
Series 65Uniform Investment AdviserHeld with Independent Advisor Alliance
AAMS®Accredited Asset Management Specialist 
MBAMaster 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
DisclosureSecurities 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.