| Advisor Profile |
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Disclosure Link:
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| Disclaimer |
| The information contained in this profile is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. Securities offered through LPL, Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial. |
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About Blackbridge Financial |
| We are a fee-only private wealth management practice that acts as a fiduciary for our clients. Our typical client is a business owner or professional that needs to achieve a monthly income goal in retirement and our team builds a customized portfolio to exceed this goal while taking the least amount of risk. We also provide financial planning, retirement planning and tax-efficient investing. |
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General Information |
| Years of Experience in Financial Services: |
16
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| Name of Custodial Firm: |
LPL
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| Name of Broker/Dealer: |
Independent Advisor Alliance
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Firm Information |
| Assets Managed by Firm: |
$2,000,000,000
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| Firm's Number of Clients: |
300
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| Firm's Number of Managed Clients: |
300
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