Brad
Bardy

Bbva Wealth Solutions Inc

CRD#4115454
Investment Advisor
in Denver, CO
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

11210 Huron St
Denver, CO 80234

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management

$678,261,604

CO Average: $3,042,739,679
Total Number of Employees

393

CO Average: 49
Total Number of Accounts

2,310

CO Average: 2,315
Average Account Size

$293,620

CO Average: $1,314,358

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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.

2013 - Present (6 years)

Bbva Securities Inc

2010 - 2010 (0 years)

St Johns Investment Management Co

2010 - Present (9 years)

Bbva Wealth Solutions Inc

2004 - 2013 (9 years)

Bbva Compass Investment Solutions, Inc

2004 - Present (15 years)

Compass Bank

2004 - Present (15 years)

Bbva Compass Insurance Ageny, Inc

Disclosures

Brad Bardy has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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