Unclaimed Profile

Darryn David Pope

LEVEL FOUR ADVISORY SERVICES, LLC·PLANO, Texas

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record24 years registeredLEVEL FOUR ADVISORY SERVICES, LLC

5850 GRANITE PARKWAY, PLANO, TX 75024CRD# 1986321Firm CRD# 134086

Profile Verification

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

Identity

Darryn David Pope · PLANO, TX

Registration

CRD #1986321 · LEVEL FOUR ADVISORY SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Sep 2025 – present

AVANTAX ADVISORY SERVICES

Mar 2019 – Sep 2025

Bedford, TX

INVESTMENT ADVISORS

Jan 2017 – Apr 2019

EULESS, TX

LPL FINANCIAL LLC

Jul 2016 – Feb 2017

PLANO, TX

LEVEL FOUR ADVISORY SERVICES

Jul 2005 – Feb 2017

PLANO, TX

SECURITIES AMERICA ADVISORS INC

Jan 2003 – Dec 2003

DALLAS, TX

TAG CAPITAL MANAGEMENT, INC.

Jan 2002 – Jan 2003

ARLINGTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 23, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEVEL FOUR ADVISORY SERVICES, LLC

CRD 134086 · SEC 801-66368

AUM

$4.3B

Regulatory assets under management

Employees

148

11,667 client accounts

Services offered by LEVEL FOUR ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LEVEL FOUR ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Darryn David Pope offer?

Darryn David Pope specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLANO, Texas for a consultation.

What are Darryn David Pope's credentials?

Darryn David Pope holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Darryn David Pope located?

Darryn David Pope is based in PLANO, Texas, working with LEVEL FOUR ADVISORY SERVICES, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.

How does Darryn David Pope charge for services?

Darryn David Pope's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees - portion of assets managed by other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEVEL FOUR ADVISORY SERVICES, LLC?

LEVEL FOUR ADVISORY SERVICES, LLC has approximately 148 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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