Melvin PopeCRD Number: 1179549
Current Firm: Lion Street Advisors, LLC
Melvin Pope (CRD# 1179549) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Tallahassee, FL and has over 11 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
Next Financial Group, Inc.
|Lion Street Advisors, LLC||Tallahassee, FL||Oct 2017 - Current||< 1|
|Lion Street Financial, LLC||Tallahassee, FL||Oct 2017 - Current||< 1|
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Oct 2017||1|
|Nfp Securities, Inc.||Tallahassee, FL||Jan 2004 - Apr 2016||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management207MILLIONS
Total Number of Accounts368ACCOUNTS
Average Account Value$561,534
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV