Carson Pope
Investment adviser representative at Assetbuilder, Inc.
11 yearsExperience
1 stateRegistered in
$812.7MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Assetbuilder, Inc.Dec 2025 to now
- Sanford C. Bernstein & Co., LLCJan 2023 to now
- The Vanguard Group, Inc.Jun 2022 to Jan 2023
- Equitable Advisors, LLCJan 2019 to Jun 2022
- AXA Advisors, LLCJan 2019 to Jun 2020
- AXA Advisors, LLCApr 2015 to Dec 2018
- Equitable Advisors, LLCApr 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Assetbuilder, Inc.
$812.7MAssets managed
720Clients
8Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6369682
- Firm CRD
- 142665