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William Carroll Gardner

Aptus Capital Advisors, LLC

Fairhope, AL

Homewood, AL

CRD 7011229

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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:

Current Employers
Aptus Capital Advisors, Llc

314 Magnolia Avenue Suite 200, Fairhope, AL 36532 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2018-11-07
  • AL RA
    APPROVED
    Since 2018-11-07

Branch Locations

314 Magnolia Avenue Suite 200, Fairhope, AL 36532 • United States

2925 Crescent Ave, Homewood, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aptus Capital Advisors, Llc Fairhope AL 08/2018 Present
Hygia Health Services Bham AL 04/2014 08/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-07
  • S65 Uniform Investment Adviser Law Examination
    2018-11-07
Other Names
  • Will Gardner
  • Will Carroll Gardner

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NAVIANT PARTNERS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

GEOFFREY FORD KENNEDY
DOUGLAS FORD KENNEDY
Tenzin Phuntsok

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · FAIRHOPE, AL
NAVIANT PARTNERS, LLC · FAIRHOPE, AL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairhope, AL

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