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Brian Richard Pope

Pope Wealth Management

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About Brian Richard Pope

Brian Pope is a financial advisor at Pope Wealth Management. Brian has been working in the financial services industry since 2011, and has a Series 65 license. Brian is a Certified Financial Planner and specializes in providing financial planning, portfolio management and educational seminars. Brian also provides divorce financial counseling through the firm Pope Financial Planning, LLC dba Divorce Financial Solutions. Brian has a strong track record of helping clients achieve their financial goals.

Firm Information

Brian Pope is currently registered with Pope Wealth Management. Pope Wealth Management is a registered investment advisor with approximately $59.23 million in regulatory assets under management. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They are located in [Main Office City, State] and have 1 investment advisor representative.

$59.23M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Pope’s Registration & Firm History

FL

10/01/2020 - Present

Pope Wealth Management (LAKEWOOD RANCH FL)

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Licenses & Designations

IA

Issued 09/15/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Richard Pope.
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