Joseph
King
Aptus Capital Advisors, LLC
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About this Advisor
Joseph King is a financial advisor based out of Fairhope, Alabama with 1 year of relevant experience. King is currently employed by Aptus Capital Advisors, LLC. Over the course of their career, they have held roles at Aptus Capital Advisors, LLC, Red Hat, Facility Dude, Channel Advisor and Brax Fundraising. King holds a Series 65 license, designating them as an investment advisor representative, and can operate in Alabama. Aptus Capital Advisors, LLC is a registered investment firm based in Fairhope, AL. It has offices in eight locations and a total of 21 financial advisors. It controls $4 billion in total assets among its 8,824 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 8,824 client accounts, just 8% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and pension consulting services. A financial advisor's fees typically are based on which service is offered. However, fees billed by Aptus Capital Advisors, LLC likely consist of 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
Joseph King Work History
Joseph has been registered as a financial advisor for 1 years.*
Aptus Capital Advisors, LLC
Red Hat
Facility Dude
Channel Advisor
Brax Fundraising
*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 Joseph King 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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