Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carson? Claim Your ProfileCarson Pope is a financial advisor with over 7 years of experience in the industry. Carson is registered with Alliancebernstein LP in Dallas, TX and has previously worked with VANGUARD MARKETING CORPORATION and EQUITABLE ADVISORS, LLC. Carson holds Series 7, 24, 63 and 65 licenses and has a strong track record of helping clients reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
03/15/2023 - Present
Alliancebernstein LP (DALLAS TX)
TX
07/18/2022 - 01/27/2023
VANGUARD MARKETING CORPORATION (Plano TX)
TX
04/14/2015 - 07/11/2022
EQUITABLE ADVISORS, LLC (DALLAS TX)
IA
Issued 10/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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