Brian Pope (CRD# 5970760) is an Investment Advisor Representative working at Pope Wealth Management in Lakewood Ranch, FL and has over 12 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mulligan Financial Group | Lakewood Ranch, FL | Jul 2020 - Current | 3 |
| Pope Financial Planning, Llc Dba Divorce Financial Solutions | Bradenton, FL | Nov 2011 - Current | 12 |
| Dale K. Ehrhart, Inc. | 100-a W Venice Ave, FL | Feb 2017 - Dec 2020 | 3 |
| Hartley Moore Wealth Management, LLC | Sarasota, FL | Jun 2014 - Feb 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- FL
-
Total Assets Under Management53MILLIONS
-
Total Number of Accounts212ACCOUNTS
-
Average Account Value$249,048
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL
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