Ricardo
Gardea
Cbiz Investment Advisory Services, LLC
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About this Advisor
Ricardo Gardea is a financial advisor based in Phoenix, Arizona, working with Cbiz Investment Advisory Services, LLC. Ricardo has previously held positions at The Vanguard Group, Inc, Car Financial Services, Inc, Financial Engines Advisors L.L.C, Gardea Auto Group LLC, Wells Fargo, and Cbiz. Ricardo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Ricardo is part of Cbiz Investment Advisory Services, LLC, which operates out of Phoenix, Arizona. The firm has 20 offices and 94 employees. The firm manages assets totaling $8.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Cbiz Investment Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cbiz Investment Advisory Services, LLC Brokerage Details
$8,859,446,751
94
2,257
$3,925,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Ricardo Gardea Work History
Cbiz
Wells Fargo
Gardea Auto Group LLC
Financial Engines Advisors L.L.C
Car Financial Services, Inc
The Vanguard Group, Inc
Disclosures
Please visit the SEC profile of Ricardo Gardea to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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