Harold Pope (CRD# 1051135) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mattoon, IL and has over 40 years of experience in the finance industry. Harold 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# 2690140
Lpl Financial LLC
CRD# 3238945
Ameriprise Financial Services, LLC
CRD# 2018216
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors, Inc. | Mattoon, IL | Jan 2001 - Current | 23 |
| Securities America, Inc. | Mattoon, IL | Dec 1999 - Current | 24 |
| Pacesetter Universal Insurance Agency | Mattoon, IL | May 1983 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1983 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
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