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Dale Allan Pope

MERCAP ADVISORS, INC.·PAOLI, Pennsylvania
Clean recordMERCAP 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dale Allan Pope is a registered financial advisor based in PAOLI, Pennsylvania, affiliated with MERCAP ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MERCAP ADVISORS, INC.
MERCAP ADVISORS, INC.
AUM
Regulatory assets under management
Employees
14
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1128816
Firm CRD# 170092
View on FINRA BrokerCheck →

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05

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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