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William Carroll Gardner

APTUS CAPITAL ADVISORS, LLC·FAIRHOPE, Alabama
Series 65Clean record7 years registeredAPTUS CAPITAL ADVISORS, LLC
265 YOUNG STREET, FAIRHOPE, AL 36532CRD# 7011229Firm CRD# 167626

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Carroll Gardner · FAIRHOPE, AL
Registration
CRD #7011229 · APTUS CAPITAL ADVISORS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

APTUS CAPITAL ADVISORS, LLC
Nov 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 7, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
APTUS CAPITAL ADVISORS, LLC
CRD 167626 · SEC 801-107723
AUM
$5.3B
Regulatory assets under management
Employees
24
7,056 client accounts
Services offered by APTUS CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
View all advisors at APTUS CAPITAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does William Carroll Gardner offer?
William Carroll Gardner specializes in Financial Planning, Investment Management. Contact their office in FAIRHOPE, Alabama for a consultation.
What are William Carroll Gardner's credentials?
William Carroll Gardner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Carroll Gardner located?
William Carroll Gardner is based in FAIRHOPE, Alabama, working with APTUS CAPITAL ADVISORS, LLC. Their office serves clients in the FAIRHOPE metropolitan area and surrounding communities.
How does William Carroll Gardner charge for services?
William Carroll Gardner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APTUS CAPITAL ADVISORS, LLC?
APTUS CAPITAL ADVISORS, LLC has approximately 24 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at APTUS CAPITAL ADVISORS, LLC

John David Gardner
FAIRHOPE, AL
CFA
Beckham David Wyrick
FAIRHOPE, AL
Derek James Hernquist
FAIRHOPE, AL
John William Goldsberry
FAIRHOPE, AL

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Research
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