Unclaimed
Leverette Early Pope is a financial advisor with over 20 years of experience in the industry. Leverette Pope is currently registered with LPL Financial LLC and has been with the firm since November 2017. Prior to that, Leverette Pope worked at INVESTMENT CENTERS OF AMERICA, INC. and NYLIFE SECURITIES LLC. Leverette Pope holds Series 6, Series 63, and SIE licenses. Leverette Pope is registered in Virginia, North Carolina, and South Carolina.
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.
Consulting and other non-discretionary advisory services
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.
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2
VA
11/29/2017 - Present
LPL Financial LLC (CHESTER VA)
VA
08/14/2014 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (PETERSBURG VA)
VA
09/03/1998 - 07/08/2014
NYLIFE SECURITIES LLC (WAVERLY VA)
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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