Colin TempleCRD Number: 6253257
Current Firm: Alterity Financial Group, LLC
Colin Temple (CRD# 6253257) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Deighan Wealth Advisors
Rbc Capital Markets, LLC
|Alterity Financial Group, Llc (formerly Maine Asset Management)||Bangor, ME||Sep 2013 - Current||4|
|Webb Structural Services||Reading, MA||Nov 2012 - Current||5|
|L.a Fuess Partners||Boston, MA||Sep 2009 - Nov 2012||3|
|Unemployed||Rutland, VT||May 2009 - Aug 2009||< 1|
|Student||Bethlehem, PA||Jul 2008 - May 2009||< 1|
|Consultant||Bethlehem, PA||Jul 2008 - Oct 2008||< 1|
|Student||N. Andover, MA||Sep 2004 - May 2008||3|
|Diversified Technology Consultants||Andover, MA||May 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management125MILLIONS
Total Number of Accounts219ACCOUNTS
Average Account Value$570,214
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, ME, NH, VT
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