Leonard
Templeton
Templeton Financial Services Inc
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About this Advisor
Leonard Templeton is a financial advisor who works out of Sun Lakes, Arizona with a total of 20 years of relevant experience. Templeton is on the advisory team at Templeton Financial Services Inc. They have been an employee of Templeton Financial Services Inc for the entirety of their career. Templeton maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona. Templeton Financial Services Inc is an advisory firm that has its headquarters in Chandler, AZ. It administers $333 million in assets under management between its 292 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 292 client accounts, 99% belong to high-net-worth investors who have more than $1 million in assets. Templeton Financial Services Inc offers portfolio management for individuals and small businesses. Financial advisory fees typically are based on which services the firm provides the client. However, fees charged by Templeton Financial Services Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Templeton Financial Services Inc Brokerage Details
$333,280,000
4
292
$1,141,370
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Leonard Templeton Work History
Leonard has been registered as a financial advisor for 20 years.*
Templeton Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Leonard Templeton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Templeton Financial Services Inc
Chandler, AZ
Sun Lakes, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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