Beckham David Wyrick

Employer firm

Aptus Capital Advisors, LLC CRD 167626

$14.1B regulatory AUM 33 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Aptus Capital Advisors, Llc
  Fairhope, AL

Other Businesses

FIVE FALCON, LLC; NOT INVESTMENT RELATED; 514 PATLYNN DRIVE, FAIRHOPE, AL; REAL ESTATE PURCHASE AND RENTALS; SOLE MEMBER; START DATE MAY 2019; APPROX. 10 HOURS/MO WITH 0 DURING TRADING HOURS; PURCHASE RESIDENTIAL AND COMMERCIAL PROPERTY FOR RENTAL USE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-25

Designations

• Certified Financial Planner
• Chartered Financial Analyst