AP
AP

Antonio Vince Porretta

25 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
34,127 clients
Average Client Portfolio
$412K average
Assets Under Management
$14.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

3916 Balmoral Ave., Harrisburg, NC, 28075

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History

Regulatory History (1)
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Employment Separation After Allegations
June 2011
Other Business Activities

Antonio is the sole owner of Harrisburg Financial, LLC, an entity for tax/investment purposes, but spends no time on it. He is also affiliated with Independent Advisor Alliance and Blackbridge Financial, spending about half of his time and about a quarter of his time, respectively, on these investment-related activities. Finally, Antonio is employed by Charlotte Eagles Soccer Club, dedicating about 10-20% of his time.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
July 2014 - Present · 11 yrs 7 mos
LPL Financial LLCBroker
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
LPL Financial LLC
July 2011 - June 2014 · 2 yrs 11 mos
Wells Fargo Advisors, LLC
May 2007 - July 2011 · 4 yrs 2 mos
Wells Fargo Advisors, LLCBroker
May 2007 - July 2011 · 4 yrs 2 mos
Brighton Securities CORP.Broker
February 2003 - May 2007 · 4 yrs 3 mos
Salomon Smith Barney INC.Broker
March 2000 - February 2003 · 2 yrs 11 mos
State Registrations22 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.