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David P
Series 63, Series 65, Series 66
Bolivia, NC
Liberty Square Wealth Partners LLC
David Pope is a financial advisor at Liberty Square Wealth Partners LLC with one year of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Andalusian LLC from 2021 to 2024 and CVSA LLC from 2002 to 2021. Outside of finance, he is a keyboardist and vocalist involved in musical entertainment. Liberty Square serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term oriented investment process using fundamental and technical analysis to construct diversified portfolios primarily composed of ETFs and mutual funds, while also accommodating individual stocks, bonds, and legacy positions as appropriate.
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