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James Lee Pope

DIVERSIFIED INVESTMENT STRATEGIES, LLC·BATON ROUGE, Louisiana
Unclaimed Profile
4870 BLUEBONNET BLVD., BATON ROUGE, LA 70809CRD# 3181641Firm CRD# 142202
01

About

James Lee Pope is a registered financial advisor based in BATON ROUGE, Louisiana, affiliated with DIVERSIFIED INVESTMENT STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DIVERSIFIED INVESTMENT STRATEGIES, LLC
ADVISOR.INVESTMENTS
AUM
$186M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at DIVERSIFIED INVESTMENT STRATEGIES, LLC →
Services
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Commissions
Performance-based fees
Other: FEES FOR TAX PREPARATION
Regulatory
SEC/IARD CRD# 3181641
Firm CRD# 142202
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Lee Pope offer?
James Lee Pope specializes in Investment Management. Contact their office in BATON ROUGE, Louisiana for a consultation.
What are James Lee Pope's credentials?
James Lee Pope is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Lee Pope located?
James Lee Pope is based in BATON ROUGE, Louisiana, working with DIVERSIFIED INVESTMENT STRATEGIES, LLC. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.
How does James Lee Pope charge for services?
James Lee Pope's firm is compensated through percentage of aum, commissions, performance-based fees, other: fees for tax preparation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVERSIFIED INVESTMENT STRATEGIES, LLC?
DIVERSIFIED INVESTMENT STRATEGIES, LLC has approximately 5 employees and manages $186M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BATON ROUGE
Susan Shobe Windham — SHOBE & ASSOCIATES, INCJason Peter Windham — SHOBE & ASSOCIATES, INCBetty Lewis Laakson — SHOBE & ASSOCIATES, INCShane Joseph Haag — DIVERSIFIED INVESTMENT STRATEGIES, LLCEdward Louis Shobe — SHOBE & ASSOCIATES, INC
Nearby cities in Louisiana
NEW ORLEANS (156)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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