Unclaimed Profile

William Carroll Gardner

APTUS CAPITAL ADVISORS, LLC·FAIRHOPE, Alabama

Clean recordAPTUS 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Carroll Gardner is a registered financial advisor based in FAIRHOPE, Alabama, affiliated with APTUS CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

APTUS CAPITAL ADVISORS, LLC

AUM

$5.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at APTUS CAPITAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7011229

Firm CRD# 167626

View on FINRA BrokerCheck →

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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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