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Leonard Edward Templeton

TEMPLETON FINANCIAL SERVICES INC.·CHANDLER, Arizona
Clean recordTEMPLETON FINANCIAL SERVICES INC.
1490 S PRICE ROAD, STE 218, CHANDLER, AZ 85286CRD# 810305Firm CRD# 128240

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leonard Edward Templeton · CHANDLER, AZ
Registration
CRD #810305 · TEMPLETON FINANCIAL SERVICES INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Leonard Edward Templeton is a registered financial advisor based in CHANDLER, Arizona, affiliated with TEMPLETON FINANCIAL SERVICES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
TEMPLETON FINANCIAL SERVICES INC.
TEMPLETON FINANCIAL SERVICES INC.
AUM
$344M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TEMPLETON FINANCIAL SERVICES INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 810305
Firm CRD# 128240
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leonard Edward Templeton offer?
Leonard Edward Templeton specializes in Investment Management, Fee-Only Advisory. Contact their office in CHANDLER, Arizona for a consultation.
What are Leonard Edward Templeton's credentials?
Leonard Edward Templeton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leonard Edward Templeton located?
Leonard Edward Templeton is based in CHANDLER, Arizona, working with TEMPLETON FINANCIAL SERVICES INC.. Their office serves clients in the CHANDLER metropolitan area and surrounding communities.
How does Leonard Edward Templeton charge for services?
Leonard Edward Templeton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEMPLETON FINANCIAL SERVICES INC.?
TEMPLETON FINANCIAL SERVICES INC. has approximately 4 employees and manages $344M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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