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BP

Brian R. Pope

POPE WEALTH MANAGEMENT
Lakewood Ranch, FL 34202
Some features on this profile are disabled
CRD#: 5970760
BP

Professional summary

Brian Richard Pope is a registered financial advisor currently at POPE WEALTH MANAGEMENT located in Lakewood Ranch, Florida.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brian has worked at 4 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Divorce Financial Solutions provides divorce financial counseling. Serve as financial neutral on a collaborative divorce team. Paid hourly fee. Not investment or investment advice related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Richard Pope's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 1, 2020 - Present

POPE WEALTH MANAGEMENT

Office #1: 9040 Town Center Parkway, Lakewood Ranch, FL 34202
RIA
CRD#: 310296
Lakewood Ranch, FL
Past

June 22, 2017 - April 1, 2021

DALE K. EHRHART, INC.

RIA
CRD#: 35971
VENICE, FL
Past

September 22, 2014 - June 29, 2017

EMERGENT INVESTOR SERVICES, LLC

RIA
CRD#: 156320
LAKEWOOD RANCH, FL
Past

October 5, 2011 - December 31, 2015

POPE FINANCIAL PLANNING, LLC

RIA
CRD#: 158937
BRADENTON, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(10/1/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/15/2011
Uniform Investment Adviser Law Examination

Current Firm

PW
POPE WEALTH MANAGEMENT
MULLIGAN FINANCIAL GROUP | SMART INVESTOR, LLC | SMART INVESTOR | POPE WEALTH MANAGEMENT | POPE FINANCIAL PLANNING, LLC DBA POPE WEALTH MANAGEMENT | POPE FINANCIAL PLANNING, LLC DBA MULLIGAN FINANCIAL GROUP | POPE FINANCIAL PLANNING, LLC

CRD#: 310296 / SEC#:

Florida
Registered Investment Advisory firm - (10/1/2020 Approved)
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Contact information

Main Address
9040 Town Center Parkway, Lakewood Ranch, FL 34202
Mailing Address
Phone number
(941) 800-5955
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts215
AUM (Assets Under Management)$ 59,230,972

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

POPE WEALTH MANAGEMENT

CRD#: 310296Lakewood Ranch, FL 34202

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