Anthony Bardi
Anthony Bardi is a registered investment advisor at Cetera Investment Advisers LLC, based in Gresham, OR, with 37 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
151 SE 223rd Ave., Gresham, OR, 97030
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Regulatory History (1)
Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Anthony sells equity indexed annuities through Avantax Insurance Agency and/or Avantax Insurance Services and may sell other insurance products, dedicating a few hours per week. He also owns a tax preparation/accounting business, taking nearly a full-time commitment, and is a partner in a rental property LLC, spending a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Fsc Securities CorporationBroker
Andover Securities, INC.Broker
Laney & CompanyBroker
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.