James Pope and Shane Haag launched Diversified Investment Strategies, LLC in 2005 and rebranded the company name to Advisor.Investments in 2017. James began working in the financial services industry in 1994 before earning his Bachelor of Science degree in Finance from Louisiana State University in 1995. He passed the Certified Public Accountant exam in May 1999 and spent many years preparing tax returns and helping clients with tax-related issues*. Today, he focuses primarily on investment research and portfolio selection in addition to working with clients on their retirement needs. At present, James maintains the Series 65 Investment Advisor examination and is a Member and Investment Adviser Representative of the Registrant.
*Pope is neither a practicing nor a licensed CPA