Derek
Hernquist
Aptus Capital Advisors, LLC
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About this Advisor
Derek Hernquist is a financial advisor based in Charlotte, North Carolina, working with Aptus Capital Advisors, LLC. Derek has previously held positions at Motif Investing, Aptus Capital Advisors, LLC, Adhesion Wealth Advisor Solutions, and Strategic Index Advisors. Derek has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Derek is part of Aptus Capital Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 13 offices and 24 employees. The firm manages assets totaling $5.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. The fee structure at Aptus Capital Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aptus Capital Advisors, LLC Brokerage Details
$5,285,077,689
24
7,056
$749,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Derek Hernquist Work History
Aptus Capital Advisors, LLC
Strategic Index Advisors
Adhesion Wealth Advisor Solutions
Motif Investing
Disclosures
Please visit the SEC profile of Derek Hernquist 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
Charlotte, NC
Homewood, AL
Fairhope, AL
Fairhope, AL
Grapevine, TX
Fairhope, AL
Fairhope, AL
Fairhope, AL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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