Osaic Wealth
44yrs
Top advisor by experience in Allen
11yrs
Carson Pope
Financial advisor at Assetbuilder
Carson Pope is a fiduciary financial advisor in Allen, Texas, with 11 years in the industry. After three years at Alliancebernstein and a year at Vanguard Advisers, Carson joined Assetbuilder in 2025, a firm offering financial planning and investment management. The firm is paid through a percentage of assets and flat fees.
One of 156 advisors with offices in Allen, and one of 146 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 67% of advisors at Assetbuilder
Office1050 South Central Expressway Suite 1140, Allen, TX 75013
FirmAssetbuilder
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.07 million
Advisors at the firm9
States licensed ?1 state
Services through Assetbuilder
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2025 – nowAssetbuilder, Inc.Current firm
- 2023 – 2026Alliancebernstein L.P.Previously
- Jul 2022 – Jan 2023Vanguard Advisers, Inc.Previously
- 2015 – 2022Equitable Advisors, LLCPreviously
Questions to ask Carson
Tailored to Carson’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Carson
How do I contact Carson?
Call Assetbuilder at 972-535-4040 and ask for Carson Pope. Carson works from the Allen, TX office.
How long has Carson been a financial advisor?
Carson has been in the industry since 2015, about 11 years. More experience than 67% of advisors at Assetbuilder.
What licenses does Carson hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson paid?
Assetbuilder reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Carson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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