Joseph SykoraCRD Number: 5765195
Current Firm: Aptus Capital Advisors, LLC
Joseph Sykora (CRD# 5765195) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Dallas, TX and has over 13 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Aptus Capital Advisors||Fairhope, AL||Jun 2021 - Current||2|
|Unemployed||Dallas, TX||Dec 2020 - Jun 2021||< 1|
|Gallatin Natural Resources, LLC||Dallas, TX||Oct 2014 - Dec 2020||6|
|Sterne Agee||Birmingham, AL||Mar 2010 - Oct 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2010|
Total Assets Under Management4,249MILLIONS
Total Number of Accounts8,824ACCOUNTS
Average Account Value$481,552
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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