AP
AP
Andrew Pope
31 Years of Experience
Xenia, OH
1 DisclosureBroker
Andrew Pope is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Xenia, OH, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
650 N. Detroit Street, Xenia, OH, 45385
Get directionsHistory
Regulatory History (1)
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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
April 2015 - Present · 11 yrs 1 mo
Raymond James Financial Services, INC.Broker
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Edward Jones
January 2007 - December 2014 · 7 yrs 11 mos
Edward JonesBroker
September 1994 - January 2015 · 20 yrs 4 mos
State Registrations19 states
AZCACTFLGAILINMINCNJNYOHPASCTXUTVAWAWY
AdvisorBrokerBoth
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
No exam information available for this advisor.