Anthony Nardi is a CFP-designated registered investment advisor, based in San Diego, CA, with 11 years of industry experience.
Location
11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony sells fixed annuities and life insurance, dedicating minimal time to this activity. He states that this outside business activity must be completed through FIG.
Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
May 2023 - Present · 2 yrs 11 mos
Kingswood Wealth Advisors, LLC
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Benchmark Investments, LLCBroker
October 2021 - May 2023 · 1 yr 7 mos
Benchmark Advisory Services, LLC
October 2021 - January 2022 · 3 mos
LPL Financial LLC
September 2019 - November 2021 · 2 yrs 2 mos
Financial Resources Group Investment Services, LLCBroker
September 2019 - October 2021 · 2 yrs 1 mo
LPL Financial LLCBroker
September 2019 - November 2021 · 2 yrs 2 mos
J.P. Morgan Securities LLC
February 2018 - September 2019 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
February 2015 - September 2019 · 4 yrs 7 mos
National Securities CorporationBroker
April 2014 - February 2015 · 10 mos
State Registrations21 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.