Unclaimed Profile

Brian Richard Pope

DALE K. EHRHART, INC.·VENICE, Florida

Series 65Clean record14 years registeredDALE K. EHRHART, INC.

100 W VENICE AVE, VENICE, FL 34285CRD# 5970760Firm CRD# 35971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Richard Pope · VENICE, FL

Registration

CRD #5970760 · DALE K. EHRHART, INC. · 14 years registered

Brand Profile

Not yet started

Career History

POPE WEALTH MANAGEMENT

Oct 2020 – present

DALE K. EHRHART, INC.

Jun 2017 – Apr 2021

VENICE, FL

HARTLEY MOORE WEALTH MANAGEMENT, LLC

Sep 2014 – Jun 2017

LAKEWOOD RANCH, FL

POPE FINANCIAL PLANNING, LLC

Oct 2011 – Dec 2015

BRADENTON, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 5, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DALE K. EHRHART, INC.

CRD 35971 · SEC 801-13542

AUM

$537M

Regulatory assets under management

Employees

286 client accounts

Services offered by DALE K. EHRHART, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at DALE K. EHRHART, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Richard Pope offer?

Brian Richard Pope specializes in Investment Management, Wealth Management. Contact their office in VENICE, Florida for a consultation.

What are Brian Richard Pope's credentials?

Brian Richard Pope is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Richard Pope located?

Brian Richard Pope is based in VENICE, Florida, working with DALE K. EHRHART, INC.. Their office serves clients in the VENICE metropolitan area and surrounding communities.

How does Brian Richard Pope charge for services?

Brian Richard Pope's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DALE K. EHRHART, INC.?

DALE K. EHRHART, INC. has approximately 6 employees and manages $537M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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