Bbva Wealth Solutions Inc
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About this Advisor
Brad Bardy is a certified financial planner operating out of Denver, Colorado, who has been in the advisory business for 14 years. Bardy is currently employed by Bbva Wealth Solutions Inc. Over the course of their career, they have held roles at St Johns Investment Management Co, Bbva Compass Investment Solutions, Inc, Compass Bank, Bbva Wealth Solutions Inc, Bbva Securities Inc and Bbva Compass Insurance Ageny, Inc. Bardy has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Alaska and Colorado. Bbva Wealth Solutions Inc is a financial advisory firm based out of Denver, Colorado. It has offices in 667 locations and a total of 393 financial advisors. It oversees $678 million in assets among its 2,310 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides financial advice to one charitable organizations. Of its 2,310 customer accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets available to invest. Bbva Wealth Solutions Inc has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on the type of financial services provided. However, fee types billed by Bbva Wealth Solutions Inc typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Bbva Wealth Solutions Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brad Bardy Work History
Brad has 14 years of experience.
Bbva Securities Inc
St Johns Investment Management Co
Bbva Wealth Solutions Inc
Bbva Compass Investment Solutions, Inc
Bbva Compass Insurance Ageny, Inc
Brad Bardy has disclosures.
Please visit their SEC profile for more details.