Carson Pope
Professional Summary
Carson Pope, who also goes by Carson Matthew Pope, is a registered financial advisor currently at ASSETBUILDER, INC. located in Allen, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Carson Matthew Pope
Similar Advisors
ORION WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
Years of Experience
11 years in the financial services industry
Current & Past Employments
Similar Advisors
ORION WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
Current Firm
ASSETBUILDER, INC.
Contact Information
Main Address
1050 South Central Expy Suite 1140, Allen, TX 75013Phone Number
(972) 535-4040# of Employees
12SEC notice filing (27 States and Territories)
Registered to provide investment advisory services in 27 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,665AUM (Assets Under Management)
$812,663,572Similar Advisors
ORION WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
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.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
Primary Firm SEC Registration
ASSETBUILDER, INC.
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
ORION WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
CRS (Client Relationship Summary) - RIA
Click below to view Carson Pope's CRS (Customer Relationship Summary).
Similar Advisors
ORION WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
