Christopher
Neill
Aptus Capital Advisors, LLC
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About this Advisor
Christopher Neill is a financial advisor working in Lake Oswego, Oregon who has 1 year of industry experience. Neill is an advisor for Aptus Capital Advisors, LLC. Over the course of their career, Neill has held roles at Thomas White International, Quasar Distributors, LLC, Jensen Investment Management and Aptus Capital Advisors, LLC. Neill maintains a Series 63 license, which qualifies them as a securities agent, and is able to serve investors in Alabama. Aptus Capital Advisors, LLC is an advisory firm based in Fairhope, AL. The investment advisory business has offices in eight locations and a total of 21 people on staff. It manages $4 billion in assets under management between its 8,824 accounts, placing it among the largest firms in the nation by assets under management. Of its 8,824 customer accounts, just 8% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Aptus Capital Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and pension consulting services. Financial management fees depend on which services the firm provides the client. However, fees charged by Aptus Capital Advisors, LLC most likely include some combination 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
Christopher Neill Work History
Christopher has been registered as a financial advisor for 1 years.*
Aptus Capital Advisors, LLC
Quasar Distributors, LLC
Jensen Investment Management
Quasar Distributors, LLC
Thomas White International
*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 Christopher Neill 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
Charlotte, NC
Fairhope, AL
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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