Patrick Pope (CRD# 6343184) is an Investment Advisor Representative working at Hg Tailored Financial Services in Dallas, TX and has over 5 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
CRD# 1492056
Fortune Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Henri Glover Tailored Financial Services, LLC | Dallas, TX | Nov 2021 - Current | 2 |
Hg Tailored Financial Services, LLC | Dallas, TX | Nov 2019 - Current | 4 |
Lpl Financial, LLC | Dallas, TX | Oct 2019 - Current | 4 |
Patrick Pope, Sole Proprietor | Dallas, TX | Mar 2016 - Current | 8 |
Davis, Glenn, & Glover Wealth Management Services, LLC | Dallas, TX | Oct 2019 - Mar 2022 | 2 |
Bb&t Insurance Services | Charlotte, NC | May 2019 - Aug 2019 | < 1 |
Bb&t Securities, LLC | Charlotte, NC | Jan 2019 - Aug 2019 | < 1 |
Bb&t Securities, LLC | Charlotte, NC | Jan 2018 - Aug 2019 | 1 |
Bb&t Insurance Services | Charlotte, NC | May 2014 - Aug 2019 | 5 |
Bb&t Investment Services, Inc. | Charlotte, NC | Nov 2016 - Jan 2018 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2018 |
S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- LA
- NC
- TX
-
Total Assets Under Management58MILLIONS
-
Total Number of Accounts383ACCOUNTS
-
Average Account Value$151,228
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
LA, NC, TX
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