Barbara
Pople

Advisory Services Network

CRD#6009259
Investment Advisor
in Tallahassee, FL

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About this Advisor

Barbara Pople is a certified financial planner who works in Tallahassee, Florida, with 3 years of relevant experience. Pople is on the advisory team at Advisory Services Network. Their career trajectory has included roles at Obs Financial Services, Inc, Pople Financial Consulting, Inc, Pbmares Wealth Management, LLC and Advisory Services Network LLC. Pople maintains a Series 65 license, which qualifies them as an investment advisor representative, and can work in Florida. Advisory Services Network is a financial advisory firm operating out of Atlanta, GA. The company has offices in 84 locations and a total of 212 financial advisors. It controls $6 billion in assets among its 22,847 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 21 charities and foundations. Of its 22,847 client accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in investable assets. Advisory Services Network offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely are based on which service is offered. However, fee types billed by Advisory Services Network can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1342 Timberlane Rd Suite 101-A
Tallahassee, FL 32312

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Advisory Services Network Brokerage Details

Total Assets Under Management

$5,772,354,974

FL Average: $3,570,121,308
Total Number of Employees

212

FL Average: 58
Total Number of Accounts

22,847

FL Average: 1,608
Average Account Size

$252,653

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Barbara Pople Work History

Barbara has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Advisory Services Network LLC

2002 - Present (22 years)

Pople Financial Consulting, Inc

2013 - 2020 (7 years)

Obs Financial Services, Inc

2013 - 2013 (< 1 year)

Pbmares Wealth Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Barbara Pople to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisory Services Network

Terry Layson
Atlanta, GA
Tony Graybeal
Rockledge, FL
Mitchell Glasser
Atlanta, GA
Scott Perrone
Orlando, FL
Kenneth Cordella
Atlanta, GA
Amy David
Atlanta, GA
Brian Moore
Atlanta, GA
Adam Gross
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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