David
Templeton
Royal Fund Management, LLC
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About this Advisor
David Templeton is a financial advisor working out of Maumelle, Arkansas who has 10 years of relevant experience. Templeton works at Royal Fund Management, LLC. During their career, the advisor has held roles at Adage Financial Consultants, American Elite Retirement and Royal Fund Management, LLC. Templeton has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Arkansas and Texas. Royal Fund Management, LLC is a registered investment company operating out of Lady Lake, FL. The firm has offices in 83 locations and a total of 90 employees. It oversees $1 billion in assets across its 10,564 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 10,564 customer accounts, just 4% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees usually depend on which services are offered. Fee types charged by Royal Fund Management, LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Fund Management, LLC Brokerage Details
$1,084,035,879
90
10,564
$102,616
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 been registered as a financial advisor for 10 years.*
Royal Fund Management, LLC
Adage Financial Consultants
American Elite Retirement
*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 David 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 Royal Fund Management, LLC
Lone Tree, CO
Lady Lake, FL
Casselberry, FL
Denver, CO
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Orlando, FL
Lady Lake, FL
Elk River, MN
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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