David
Templeton

Royal Fund Management, LLC

CRD#1211644
Investment Advisor
in Maumelle, AR

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About this Advisor

David Templeton is a financial advisor operating in Maumelle, Arkansas, with a total of 27 years of financial industry experience. Templeton is an employee of Royal Fund Management, LLC. The advisor has gained experience at Adage Financial Consultants, Cambridge Legacy Securities, LLC, Cambridge Legacy Advisors, Inc, American Elite Retirement and Royal Fund Management, LLC. Templeton has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arkansas. Royal Fund Management, LLC is a registered investment firm that has its headquarters in Maumelle, Arkansas. The company has offices in 95 locations and a total of 106 employees. It administers $637 million in total assets across its 6,933 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 6,933 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules largely vary depending on which services are provided. Fee types charged by Royal Fund Management, LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Maumelle, AR

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Royal Fund Management, LLC Brokerage Details

Total Assets Under Management

$636,826,372

AR Average: $1,855,561,029
Total Number of Employees

106

AR Average: 62
Total Number of Accounts

6,933

AR Average: 2,474
Average Account Size

$91,854

AR Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

David Templeton Work History

David has 27 years of experience.

2013 - Present (8 years)

Royal Fund Management, LLC

1993 - Present (28 years)

Adage Financial Consultants

2013 - 2013 (< 1 year)

American Elite Retirement

2007 - 2010 (3 years)

Cambridge Legacy Securities, LLC

2007 - 2011 (4 years)

Cambridge Legacy Advisors, Inc

Disclosures

David Templeton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Fund Management, LLC

Frederick Wright
Orlando, FL
Colette Snyder
Denver, CO
Scott Svoboda
Hoffman Estates, IL
John Mills
Lady Lake, FL
Bradley Gerberding
Lady Lake, FL
Kevin Wingert
Urbandale, IA
Russell Wagner
Lady Lake, FL
Michael Roberts
Lady Lake, FL

This content was compiled from the SEC and FINRA.

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