Joseph
Sykora
Aptus Capital Advisors, LLC
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About this Advisor
Joseph Sykora is a chartered financial analyst based in Dallas, Texas who has 1 year of industry experience. Sykora is on the advisory team at Aptus Capital Advisors, LLC. Throughout their career, they have worked at Sterne Agee, Aptus Capital Advisors and Gallatin Natural Resources, LLC. Sykora has a Series 63 license, qualifying them as a securities broker, and is approved to operate in Alabama and Texas. Aptus Capital Advisors, LLC is a firm based in Fairhope, AL. The firm has offices in eight locations and a total of 21 financial advisors. It handles $4 billion in assets across its 8,824 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 8,824 client accounts, just 8% are associated with high-net-worth individuals who have at least $1 million in investable assets. Aptus Capital Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and pension consulting services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged 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 Sykora Work History
Joseph has been registered as a financial advisor for 1 years.*
Aptus Capital Advisors
Gallatin Natural Resources, LLC
Sterne Agee
*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 Sykora 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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