Timothy P. Pope
360 AVIATION ADVISORS
HUNTERSVILLE, NC 28078
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CRD#: 6208237
Professional summary
Timothy Phillip Pope, CFP®, who also goes by Timothy P Pope, is a registered financial advisor currently at 360 AVIATION ADVISORS, LLC located in Huntersville, North Carolina.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Timothy has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy P Pope
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.
1. PODCAST the name of the other business - "Pilot's Portfolio" whether the business is investment-related. - No, this is not investment related. the address of the other business 9541 Julian Clark Ave STE 104-B Huntersville, Nc 28078 the nature of the other business - Podcast your position - Podcast Host title, or relationship with the other business, Podcast Host, Owner the start date of your relationship 1/1/2024 the approximate number of hours/month you devote to the other business 8hrs/month the number of hours you devote to the other business during securities trading hours 2hrs/week during securities trading hours and briefly describe your duties relating to the other business. I host a financial planning podcast targeted towards professional pilots. 2. 360 Aviation Advisors Insurance, LLC The name of the other business - Timothy Pope Whether the business is investment related - Yes, this is investment related The address of the other business - 9541 Julian Clark Ave STE 104-B Huntersville, Nc 28078 the nature of the other business - life insurance Your position - independent agent Title, or relationship with the other business, insurance agent The start date of your relationship 5/21/2025 the approximate number of time devoted to the other business - 5% of time Briefly describe your duties relating to the other business- I help clients find and purchase appropriate life insurance policies that fit their needs based on their financial plan.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Phillip 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®
CFP®
Start date: 2016
Experience
Current
April 21, 2025 - Present
360 AVIATION ADVISORS, LLC
Office #1: 9541 Julian Clark Ave Ste 203, Huntersville, NC 28078RIA
CRD#: 334641
HUNTERSVILLE, NC
Past
July 10, 2020 - April 16, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
CHARLOTTE, NC
Past
July 10, 2020 - April 16, 2025
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
CHARLOTTE, NC
Past
August 24, 2018 - July 20, 2020
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
CHARLOTTE, NC
Past
August 24, 2018 - July 20, 2020
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
CHARLOTTE, NC
Past
August 21, 2015 - July 13, 2017
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
CHARLOTTE, NC
Past
July 8, 2013 - July 13, 2017
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
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
California(6/24/2025)
IAR
Florida(8/28/2025)
IAR
Georgia(7/18/2025)
IAR
North Carolina(4/21/2025)
IAR
Texas(6/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
3A
360 AVIATION ADVISORS, LLC
360 AVIATION ADVISORS | 360 AVIATION ADVISORS, LLC
CRD#: 334641 / SEC#:
California
Registered Investment Advisory firm - (6/24/2025 Approved)Florida
Registered Investment Advisory firm - (8/28/2025 Approved)Georgia
Registered Investment Advisory firm - (7/18/2025 Approved)North Carolina
Registered Investment Advisory firm - (4/21/2025 Approved)Texas
Registered Investment Advisory firm - (5/5/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9541 Julian Clark Ave Ste 203, Huntersville, NC 28078
Mailing Address
Phone number
(704) 464-2364
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 7,144,119 |
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.
