Unclaimed Profile

Dale Allan Pope

MERCAP ADVISORS, INC.·PAOLI, Pennsylvania

SIE, Series 6, Series 22, Series 26, Series 39, Series 63, Series 99TOClean record20 years registeredMERCAP ADVISORS, INC.

40 DARBY ROAD, PAOLI, PA 19301CRD# 1128816Firm CRD# 170092

Profile Verification

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

Identity

Dale Allan Pope · PAOLI, PA

Registration

CRD #1128816 · MERCAP ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

INNOVATION PARTNERS LLC

Nov 2020 – present

IP FINANCIAL ADVISORY SERVICES LLC

Oct 2020 – present

MERCAP ADVISORS, INC.

Aug 2015 – Nov 2020

PAOLI, PA

MERION WEALTH PARTNERS, LLC

Apr 2011 – Jan 2016

PAOLI, PA

INVESTORS CAPITAL ADVISORY

Oct 2005 – Oct 2010

NEWTOWN SQUARE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 26

Series 39

Series 63

Series 99TO

Registration record

First registered · October 14, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERCAP ADVISORS, INC.

CRD 170092 · SEC 801-79319

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by MERCAP ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MERCAP ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Dale Allan Pope offer?

Dale Allan Pope specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PAOLI, Pennsylvania for a consultation.

What are Dale Allan Pope's credentials?

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

Where is Dale Allan Pope located?

Dale Allan Pope is based in PAOLI, Pennsylvania, working with MERCAP ADVISORS, INC.. Their office serves clients in the PAOLI metropolitan area and surrounding communities.

How does Dale Allan Pope charge for services?

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

How large is MERCAP ADVISORS, INC.?

MERCAP ADVISORS, INC. has approximately 14 employees. The firm is registered with the SEC as an investment adviser.

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