VETTED

Nicholas Arcand

Blackbridge Financial
Nicholas Arcand
Tel: 757-382-4136 644 Independence Parkway Suite 300 Chesapeake, VA 23320
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.
About Blackbridge Financial
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.
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General Information
CRD#:

6886990

Firm CRD#:

6413

Name of Broker/Dealer:

LPL FINANCIAL LLC

Years of Experience in Financial Services:

7

Number of Years with Current Firm:

7

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 & Memberships
Securities Licenses:

Series 7, Series 63, Series 65, Series 66

Insurance and Annuity Licenses:

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

Services
Investment Types:

Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Your Office, Our Office

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$100,000

Preferred meeting methods
I provide a free initial consultation:

Yes

7 Years of Experience
CRD# 6886990Firm CRD# 6413Series 7, 63, 65, 66
Compliance
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
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