David TempletonCRD Number: 1211644
Current Firm: Royal Fund Management, LLC
David Templeton (CRD# 1211644) is an Investment Advisor Representative working at Royal Fund Management, LLC in Maumelle, AR and has over 25 years of experience in the finance industry.
Crosscurrent Wealthmanagement, LLC
Msi Financial Services, Inc.
Fiduciary Wealth Management, LLC
|Royal Fund Management, LLC||Maumelle, AR||May 2013 - Current||5|
|Adage Financial Consultants||Maumelle, AR||Jan 1993 - Current||25|
|American Elite Retirement||West Des Moines, IA||Mar 2013 - May 2013||< 1|
|Cambridge Legacy Advisors, Inc.||Dallas, TX||Feb 2007 - Dec 2011||4|
|Cambridge Legacy Securities, LLC||Dallas, TX||Feb 2007 - Dec 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1992|
|S65||NASAA Investment Advisors Law Examination||Dec 1997|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management324MILLIONS
Total Number of Accounts3,760ACCOUNTS
Average Account Value$86,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV
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