Dale Pope (CRD# 1128816) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 40 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovation Partners LLC | Charlotte, NC | Oct 2020 - Current | 3 |
| Ip Financial Advisory Services LLC | Charlotte, NC | Oct 2020 - Current | 3 |
| Dale Pope Insurance | Paoli, PA | Sep 2014 - Current | 9 |
| Dale A. Pope | Newtown Square, PA | Jan 1994 - Current | 30 |
| Dp Properties, LLC | Newtown Square, PA | Jan 2008 - Dec 2020 | 12 |
| Mercap Advisors, Inc. | Paoli, PA | Jul 2015 - Nov 2020 | 5 |
| Mercap Securities, LLC | Paoli, PA | Dec 2012 - Nov 2020 | 7 |
| Mercap Securities, LLC | Paoli, PA | Nov 2011 - Nov 2020 | 9 |
| Himalayan Hope Charitable Foundation | Conshohocken, PA | Jan 2017 - Jun 2019 | 2 |
| Sleighton School Board | Chester, PA | Nov 2010 - Oct 2017 | 6 |
| Merion Wealth Partners, LLC | Paoli, PA | Apr 2013 - Oct 2015 | 2 |
| Merion Wealth Partners, LLC | Berwyn, PA | Oct 2010 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1983 |
- NJ
- NC
- PA
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Total Assets Under Management297MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$129,673
- A percentage of assets under your management
- Hourly charges
- 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)
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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