Thomas Pope (CRD# 4723970) is an Investment Advisor Representative working at Lincoln Investment in Lakewood, NY and has over 20 years of experience in the finance industry.
CRD# 5898841
Lpl Financial LLC
CRD# 5116229
Lpl Financial LLC
CRD# 2583312
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Lakewood, NY | Jan 2017 - Current | 7 |
| Csm Bakery Solutions, LLC | Tucker, GA | Apr 2013 - Current | 11 |
| Legend Advisory Corporation | Palm Beach Gardens, FL | Jul 2011 - Sep 2019 | 8 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Oct 2003 - Jan 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- NY
- PA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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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