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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darryn? Claim Your ProfileDarryn Pope is an active investment advisor representative with Avantax Advisory Services, based in Mission Viejo, CA. Darryn has been in the financial industry for over 30 years and is registered in multiple states. Darryn's previous experience includes working with LPL Financial, Lincoln Financial, and Securities America. He holds several professional designations including Certified Financial Planner. Darryn has experience providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
03/29/2019 - Present
Avantax Advisory Services (Mission Viejo CA)
TX
01/23/2017 - 04/04/2019
PROEQUITIES, INC. (EULESS TX)
TX
11/05/2012 - 02/06/2017
LPL FINANCIAL LLC (PLANO TX)
TX
11/16/2007 - 11/21/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (PLANO TX)
TX
09/20/2002 - 11/20/2007
SECURITIES AMERICA, INC. (PLANO TX)
FL
10/24/2001 - 09/20/2002
TAG SECURITIES, INC. (BOCA RATON FL)
IL
05/04/2001 - 10/25/2001
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IL
10/22/1998 - 04/27/2001
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
CT
10/07/1997 - 11/11/1998
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
TX
10/25/1989 - 03/04/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 03/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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