KP
KP

Kristopher Pope

26 Years of Experience
Newnan, GA
BrokerSells Insurance

Kristopher Pope is a registered investment advisor at Commonwealth Financial Network, based in Newnan, GA, with 26 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

21 LaGrange Street, Newnan, GA, 30263

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kristopher sells fixed insurance products and is a co-owner of PAKP LLC, an operating company for securities and investment advisory business. He is also a co-owner of LaGrange Street Holdings, LLC, an entity for buying and managing commercial real estate.

Employment History
Current Registrations
Commonwealth Financial Network
March 2011 - Present · 15 yrs 6 mos
Commonwealth Financial NetworkBroker
March 2011 - Present · 15 yrs 6 mos
Previous Registrations
LPL Financial LLC
January 2005 - April 2011 · 6 yrs 3 mos
LPL Financial LLCBroker
June 2004 - April 2011 · 6 yrs 10 mos
Edward JonesBroker
February 2002 - June 2004 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
January 2001 - November 2001 · 10 mos
Legacy Securities CORP.Broker
January 2000 - August 2000 · 7 mos
Princor Financial Services CorporationBroker
December 1998 - February 2000 · 1 yr 2 mos
State Registrations14 states
ALCAFLGAILINMAMDNCNMSCTXVAWI
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.
Kristopher Pope - Financial Advisor | TrueAdvisor