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Paladin Research Report For:

Nicholas Arcand

Blackbridge Financial

644 Independence Parkway
Suite 300
Chesapeake, VA 23320
757-382-4136

About Nicholas Arcand

We seek to help you, our clients, develop a holistic plan designed to connect you with your future.

Blackbridge Financial was founded in 2008 by Robert Russo in Charlotte, NC. Since then, Blackbridge has grown to more than 35 advisors in 8 states. At Blackbridge, we make our clients the top priority by guiding them through financial decisions at every stage of their lives. From financial plans to estate plans, investment management to risk management, from benefits for individuals to small business owners, we do it all so you dont have to. We measure our success by how well you sleep at night.

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
  • 4
Number of Years with Current Firm
  • 4
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
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


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