John
Gardner

Aptus Capital Advisors, LLC

CRD#5821010
Investment Advisor
in Fairhope, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 66, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

265 Young Street
Fairhope, AL 36532

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Aptus Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$1,425,800,431

AL Average: $1,620,585,161
Total Number of Employees

24

AL Average: 52
Total Number of Accounts

3,216

AL Average: 1,560
Average Account Size

$443,346

AL Average: $1,038,837

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2013 - Present (8 years)

Aptus Capital Advisors, LLC

2013 - 2015 (2 years)

Aptus Capital, LLC

2012 - 2013 (1 year)

Cornerstone Investment Management & Consulting

2011 - 2012 (1 year)

Ubs Financial Services Inc

2010 - 2011 (1 year)

Morgan Stanley Smith Barney

Disclosures

John Gardner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Aptus Capital Advisors, LLC

Gregory Rhinehardt
Raleigh, NC
Beckham Wyrick
Fairhope, AL
Mark Callahan
Fairhope, AL
Brandon Fentress
Raleigh, NC
John Gardner
Fairhope, AL
Michael Hensley
Raleigh, NC
Derek Hernquist
Charlotte, NC
Madeleine Freedland
Raleigh, NC

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started