Thomas Pope, financial advisor Lakewood NY

Thomas Pope

CRD Number: 4723970
Current Firm: Lincoln Investment

Thomas Pope (CRD# 4723970) is an Investment Advisor Representative working at Lincoln Investment in Lakewood, NY and has over 18 years of experience in the finance industry.

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Hbks Wealth Advisors
Company Name Location Dates Years
Lincoln Investment Lakewood, NY Jan 2017 - Current 4
Csm Bakery Solutions, LLC Tucker, GA Apr 2013 - Current 8
Legend Advisory Corporation Palm Beach Gardens, FL Jul 2011 - Sep 2019 8
Legend Equities Corporation Palm Beach Gardens, FL Oct 2003 - Jan 2017 13
Chautaqua Computing Associates Jamestown, NY Jun 1993 - Apr 2013 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S65 NASAA Investment Advisors Law Examination Mar 2019
Contact Info for Thomas J. Pope
Phone Number: 215-887-8111
Registered State(s):
  • NY
  • PA
By the Numbers
  • Total Assets Under Management
    15,287
    MILLIONS
  • Total Number of Accounts
    178,912
    ACCOUNTS
  • Average Account Value
    $85,442
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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