Dale A Pope

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 11/2020
  Mercap Securities, Llc
  Paoli, PA
• 07/2015 → 11/2020
  Mercap Advisors, Inc.
  Paoli, PA
• 12/2012 → 11/2020
  Mercap Securities, Llc
  Paoli, PA
• 11/2010 → 10/2017
  Sleighton School Board
  Chester, PA
• 09/2014 → Present
  Dale Pope Insurance
  Paoli, PA
• 01/1994 → Present
  Dale A. Pope
  Newtown Square, PA
• 01/2008 → 12/2020
  Dp Properties, Llc
  Newtown Square, PA
• 01/2017 → 06/2019
  Himalayan Hope Charitable Foundation
  Conshohocken, PA
• 10/2020 → Present
  Innovation Partners Llc
  Charlotte, NC
• 10/2020 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2015-08-11 → 2020-11-03
  Mercap Advisors, Inc.
  Paoli, PA
• 2011-04-06 → 2016-01-05
  Merion Wealth Partners, Llc
  Paoli, PA
  Berwyn, PA
• 2005-10-14 → 2010-10-26
  Investors Capital Corp.
  Media, PA
  Newtown Square, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-08-10

Other Names

• Dale Allan Pope