NicholasArcand- Financial Advisor Chesapeake, VA

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About Nicholas Arcand

Nicholas Arcand is a Wealth Manager for Blackbridge Financial. Committed to making a difference in the lives of his clients, Nick uses his skills to alleviate financial stress for others. He enjoys research and analyzes the most up-to-date data to determine optimal solutions for his clients.

While attending West Virginia University, Nick began working in the financial industry with his father, Kyle. He joined him full time in financial services in 2017. Nick thrives in this fast-paced financial industry and values opportunities to help clients. He holds his FINRA license series 7 and series 66 as well as his Life, Health, and Annuities licenses.

Intrigued at an early age by the financial industry, Nick began investing in the stock market when he was only twelve. Through his experiences with the market fluctuations, Nick learned early in his life how to temper impulses and maintain composure despite volatility. He is naturally motivated to serve people. His background, coupled with his education has prepared him to strengthen our client relationships. He enjoys building relationships with clients while developing strategies that seeks to help them accomplish their goals.

Nick lives in Suffolk, Virginia with his dog, Teagan. He has many interests, including wood working, fishing, hunting and boating.

*Series 7 held through LPL Financial. Series 66 held through Independent Advisor Alliance and LPL.

See Disclosures

General Information

Firm Start Year

1923

CRD#

6886990

Firm CRD#

6413

Name of Broker/Dealer

LPL FINANCIAL LLC

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning for Businesses

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 63, Series 65, Series 66

Insurance and Annuity Licenses

Variable Annuity, Long Term Care, Variable Life, Life, Disability, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

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Paladin Research Report For:

Nicholas Arcand

Blackbridge Financial