Gary Templeton, financial advisor Lynchburg VA
93 score

Gary Templeton

CRD Number: 1082801
Current Firm: Bb&t Securities, LLC

Gary Templeton (CRD# 1082801) is an Investment Advisor Representative working at Bb&t Securities, LLC in Lynchburg, VA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Securities, LLC Lynchburg, VA Jan 2013 - Current 3
Scott & Stringfellow, Inc. Richmond, VA May 1999 - Current 17
Va Army National Guard Lynchburg, VA Dec 1974 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1982
S66 NASAA Uniform Combined State Law Examination Oct 2003
Contact Info for Gary W. Templeton
Phone Number: 804-643-1811
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    11,707
    MILLIONS
  • Total Number of Accounts
    19,348
    ACCOUNTS
  • Average Account Value
    $605,078
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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