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Paul Raymond Temby

DOWLING & YAHNKE, LLC·SAN DIEGO, California
Series 7Clean record20 years registeredDOWLING & YAHNKE, LLC
12340 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 3195867Firm CRD# 107672

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Raymond Temby · SAN DIEGO, CA
Registration
CRD #3195867 · DOWLING & YAHNKE, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: DOWLING & YAHNKE, LLC
Jun 2006 – May 2018
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · June 30, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DOWLING & YAHNKE, LLC
CRD 107672 · SEC 801-29274
AUM
$6.1B
Regulatory assets under management
Employees
56
4,834 client accounts
Services offered by DOWLING & YAHNKE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Paul Raymond Temby offer?
Paul Raymond Temby specializes in Financial Planning, Investment Management.
What are Paul Raymond Temby's credentials?
Paul Raymond Temby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Raymond Temby located?
Paul Raymond Temby is based in SAN DIEGO, California, last registered with DOWLING & YAHNKE, LLC.
How does Paul Raymond Temby charge for services?
Paul Raymond Temby's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOWLING & YAHNKE, LLC?
DOWLING & YAHNKE, LLC has approximately 56 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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