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Chris Philip Bardos

Wells Fargo Advisors Financial Network, LLC

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About Chris Philip Bardos

Chris Bardos is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Chris has been in the securities industry since 1987. Chris has been registered with Wells Fargo Advisors Financial Network, LLC since 2009. Before joining Wells Fargo Advisors Financial Network, LLC, Chris was registered with ROYAL ALLIANCE ASSOCIATES, INC. and NEW ENGLAND SECURITIES. Chris has passed several exams including the General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination, Uniform Securities Agent State Law Examination and Uniform Combined State Law Examination. Chris is licensed to provide investment advice in 38 states. Chris holds several specializations including investment company products and variable contracts, mutual funds, annuities, fixed insurance products, and variable insurance products. Chris also has 100% ownership in BARDOS GIBSON & REILLY LLC and 75.1% ownership in BARDOS FINANCIAL LLC. Chris has a history of providing financial advice to individuals, corporations, and charitable organizations.

Firm Information

Chris Bardos is currently registered with Wells Fargo Advisors Financial Network, LLC. Wells Fargo Advisors Financial Network, LLC is a Limited Liability Company headquartered in St. Louis, Missouri. Founded in 2003, the firm offers a range of investment advisory services to individual and institutional clients, including financial planning, portfolio management, and pension consulting. Wells Fargo Advisors Financial Network, LLC is registered with the SEC and in all 50 states and the District of Columbia. The firm manages over $154 billion in regulatory assets under management.
Wells Fargo Advisors Financial Network, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103

$154.19B

Assets Under Management

2,434

Total Clients

3,095

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chris Bardos’s Registration & Firm History

OH

09/09/2016 - Present

Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)

OH

03/15/1996 - 04/07/2009

ROYAL ALLIANCE ASSOCIATES, INC. (DUBLIN OH)

NY

11/06/1987 - 03/26/1996

NEW ENGLAND SECURITIES (NEW YORK NY)

NA

04/28/1987 - 11/16/1987

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY

NA

12/03/1986 - 01/28/1987

PHOENIX EQUITY PLANNING CORPORATION

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Licenses & Designations

BOTH

Issued 04/21/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/07/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1988

Series 7 - General Securities Representative Examination

BC

Issued 12/02/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Chris Philip Bardos. Review regulatory record here.
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