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About this Advisor
Darin Pope is a certified financial planner in New York, New York. Currently an investment advisor with United Advisors, Pope has 13 years of practice in the financial advisory industry. Pope maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Pope can act as a financial advisor based out of Florida, Texas, Rhode Island, New Jersey and Ohio. Their career trajectory has included roles at United Atlantic Advisors, LLC, Mutual Service Corporation and Securities America Inc. United Advisors is based out of New York, New York, and operates out of five other offices across the nation. As a company, United Advisors oversees $153 million in assets dispersed across 1,234 client accounts and employs 12 staff members. The amount of assets the firm manages makes it one of the mid-sized firms in the country. The firm manages 867 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the investment firm's 1,234 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. United Advisors can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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United Advisors Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Darin Pope Work History
Darin has 13 years of experience.
Securities America Inc
United Atlantic Advisors, LLC
Mutual Service Corporation
Darin Pope has disclosures.
Please visit their SEC profile for more details.