Darryn Pope
Darryn Pope is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mission Viejo, CA, with 36 years of industry experience. Darryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
25950 Acero, Ste 370, Mission Viejo, CA, 92691
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Darryn owns Racerbax LLC, where he coordinates marketing and management, and CPA2Connect, where he coaches advisors and consults with CPA firms. He also works as an agent for Avantax Insurance Agency and Level Four Insurance Services, selling various insurance products including annuities and life insurance, and dedicates minimal time to fixed indexed annuities and fixed insurance and annuities. Darryn spends full-time hours as President and Financial Advisor at Roadmap Wealth Management.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Proequities, INC.Broker
Investment Advisors
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Securities CorporationBroker
Level Four Advisory Services
Securities America Advisors INC
Securities America, INC.Broker
Tag Capital Management, INC.
Tag Securities, INC.Broker
Terra Securities CorporationBroker
Terra Securities CorporationBroker
Ge Investment Distributors, INCBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations33 states
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