Carson M. Pope

ASSETBUILDER

Plano, TX 75075

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CRD#: 6369682

Professional summary

Carson Matthew Pope, who also goes by Carson Matthew Pope, is a registered financial advisor currently at ASSETBUILDER, INC. located in Plano, Texas.

Carson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Carson has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carson Matthew 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carson Matthew Pope's CRS (Customer Relationship Summary).

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

December 19, 2025 - Present

ASSETBUILDER, INC.

Office #1: 1255 West 15th Street Suite 1000, Plano, TX 75075

RIA

CRD#: 142665

Plano, TX

Past

March 15, 2023 - February 25, 2026

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

DALLAS, TX

Past

March 14, 2023 - February 25, 2026

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

DALLAS, TX

Past

July 18, 2022 - January 27, 2023

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

PLANO, TX

Past

July 18, 2022 - January 27, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

Plano, TX

Past

October 12, 2015 - July 11, 2022

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DALLAS, TX

Past

April 14, 2015 - July 11, 2022

EQUITABLE ADVISORS, LLC

CRD#: 6627

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSETBUILDER, INC.

CRD#: 142665 / SEC#: 801-67404

RIA

Registered Investment Advisory firm - (1/3/2007 Approved)

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

Texas
(12/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/6/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/29/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/14/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/16/2017

General Securities Principal Examination

Current Firm

ASSETBUILDER, INC.

CRD#: 142665 / SEC#: 801-67404

RIA

Registered Investment Advisory firm - (1/3/2007 Approved)

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Contact information

Main Address

1255 West 15th Street Suite 1000, Plano, TX 75075

Mailing Address

Phone number

(972) 535-4040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE MARCH - 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,671
AUM (Assets Under Management)	$ 723,566,253

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.

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Advisor Monitoring

Firm Stability Insights

Carson M. Pope

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carson Matthew Pope's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

ASSETBUILDER, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/2015

Series 63

Date: 6/29/2015

SIE

Date: 10/1/2018

Series 7

Date: 4/14/2015

Series 24

Date: 12/16/2017

Current Firm

ASSETBUILDER, INC.

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSETBUILDER, INC.

TRUST BUT VERIFY

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