Darryn Pope (CRD# 1986321) is an Investment Advisor Representative working at Avantax Advisory Services in Mission Viejo, CA and has over 34 years of experience in the finance industry. Darryn Pope has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Bedford, TX | Mar 2019 - Current | 5 |
| Avantax Advisory Services | Bedford, TX | Mar 2019 - Current | 5 |
| Avantax Insurance Agency, LLC | Bedfprd, TX | Mar 2019 - Current | 5 |
| Racerbax LLC | Euless, TX | Feb 2019 - Current | 5 |
| Level Four Insurance Services LLC | Plano, TX | Jan 2018 - Current | 6 |
| Cpa2connect | Euless, TX | Nov 2012 - Current | 11 |
| Proequities Inc. | Euless, TX | Jan 2017 - Mar 2019 | 2 |
| Lpl Financial LLC | Plano, TX | Nov 2012 - Jan 2017 | 4 |
| Level Four Advisory Services LLC | Plano, TX | Nov 2010 - Jan 2017 | 6 |
| Level Four Insurance Services LLC | Plano, TX | Sep 2002 - Dec 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1989 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
- CA
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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