James Pope

from Advisor.investments
SEC regulated
Regulated Investment Advisor
James Pope is a financial advisor based in Louisiana, Baton Rouge, with 21 years of experience. James currently works for Advisor.investments. James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Pope works at Advisor.investments
Advisor.investments is a financial advisory firm based in Baton Rouge, Louisiana. It currently has approximately $166,417,901 of assets under management and employs about 5 people. Advisor.investments uses a fee structure of a percentage of assets under your management, commissions, performance-based fees and fees for tax preparation.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, commissions, performance-based fees and fees for tax preparation
Office location
4870 Bluebonnet Blvd., Suite B, Baton Rouge, Louisiana, 70809

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