Andrew Pope
Andrew Pope is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Xenia, OH, with 31 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
650 N. Detroit Street, Xenia, OH, 45385
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2014Other Business Activities
Andrew is the CEO of Pope Wealth Advisors, a support company, dedicating about half of his time to it. He also owns rental real estate property, spending minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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