Anthony
Bardi
Avantax Advisory Services
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About this Advisor
Anthony Bardi is a financial advisor operating out of Gresham, Oregon who has 16 years of industry experience. Bardi currently works for Avantax Advisory Services. Throughout their career, Bardi has worked at Avantax Investment Services, Inc, Avantax Advisory Services, Tax And Financial Solutions and Avantax Insurance Agency, LLC. Bardi has Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to work in Oregon. Avantax Advisory Services is a registered investment business based in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It administers $31 billion in assets across its 123,393 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth clients who have greater than $1 million in investable assets. The business has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees typically vary depending on which services the firm provides the client. However, fee types charged by Avantax Advisory Services can consist of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Anthony Bardi Work History
Anthony has been registered as a financial advisor for 16 years.*
Avantax Insurance Agency, LLC
Avantax Advisory Services
Tax And Financial Solutions
Avantax Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Bardi 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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