John
Gardner
Aptus Capital Advisors, LLC
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About this Advisor
John Gardner is a chartered financial analyst who works in Fairhope, Alabama, with a total of 10 years of industry experience. Gardner is on the advisory team at Aptus Capital Advisors, LLC. Over the course of their career, they have held roles at Cornerstone Investment Management & Consulting, Aptus Capital Advisors, LLC and Aptus Capital, LLC. Gardner holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alabama. Aptus Capital Advisors, LLC is a business operating out of Fairhope, AL. The firm has offices in eight locations and a total of 21 people on staff. It oversees $4 billion in assets under management across its 8,824 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 8,824 accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets. The business provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and pension consulting services. Fees for financial management largely vary depending on the type of services offered. However, fee types charged by Aptus Capital Advisors, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aptus Capital Advisors, LLC Brokerage Details
$4,249,213,318
21
8,824
$481,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
John Gardner Work History
John has been registered as a financial advisor for 10 years.*
Aptus Capital Advisors, LLC
Aptus Capital, LLC
Cornerstone Investment Management & Consulting
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Gardner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aptus Capital Advisors, LLC
Grapevine, TX
Fairhope, AL
Fairhope, AL
Charlotte, NC
Fairhope, AL
Fairhope, AL
Fairhope, AL
Fairhope, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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