Aptus Capital Advisors, LLC
About this Advisor
John Gardner is an advisor in Fairhope, Alabama. Currently a registered financial advisor at Aptus Capital Advisors, LLC, they have gathered 10 years of professional experience. Gardner holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Gardner can work with clients based out of Alabama. Over the course of their career, they have held roles at Morgan Stanley Smith Barney, Ubs Financial Services Inc, Cornerstone Investment Management & Consulting, Aptus Capital Advisors, LLC and Aptus Capital, LLC. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama, and has four other offices throughout the country. In aggregate, Aptus Capital Advisors, LLC manages $1 billion in assets across 3,216 client accounts and retains 24 staff members. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 2,930 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 16% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Aptus Capital Advisors, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Aptus Capital Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
John Gardner Work History
John has 10 years of experience.
Aptus Capital Advisors, LLC
Aptus Capital, LLC
Cornerstone Investment Management & Consulting
Ubs Financial Services Inc
Morgan Stanley Smith Barney
John Gardner has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Aptus Capital Advisors, LLC