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Lauren Cortney Templeton

TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC·LOOKOUT MOUNTAIN, Tennessee
Clean recordTEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
810 SCENIC HIGHWAY, LOOKOUT MOUNTAIN, TN 37350CRD# 3142189Firm CRD# 149101

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lauren Cortney Templeton · LOOKOUT MOUNTAIN, TN
Registration
CRD #3142189 · TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lauren Cortney Templeton is a registered financial advisor based in LOOKOUT MOUNTAIN, Tennessee, affiliated with TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
AUM
$202M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3142189
Firm CRD# 149101
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lauren Cortney Templeton offer?
Lauren Cortney Templeton specializes in Investment Management, Wealth Management. Contact their office in LOOKOUT MOUNTAIN, Tennessee for a consultation.
What are Lauren Cortney Templeton's credentials?
Lauren Cortney Templeton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauren Cortney Templeton located?
Lauren Cortney Templeton is based in LOOKOUT MOUNTAIN, Tennessee, working with TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC. Their office serves clients in the LOOKOUT MOUNTAIN metropolitan area and surrounding communities.
How does Lauren Cortney Templeton charge for services?
Lauren Cortney Templeton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC?
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC

David Scott Phillips
LOOKOUT MOUNTAIN, TN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
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Research
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