Daniel Temple (CRD# 7620765) is an Investment Advisor Representative working at Edward Jones in Shreveport, LA and has 1 year of experience in the finance industry.
CRD# 2283016
Lpl Financial LLC
CRD# 3099217
Raymond James & Associates, Inc.
CRD# 2665392
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Sep 2022 - Current | 1 |
| Trustcare Management | Many, LA | Nov 2018 - Sep 2022 | 3 |
| Volunteers Of America, Veteran's Transitional Housing Program | Shreveport, LA | May 2018 - Nov 2018 | < 1 |
| Andy Payne, State Farm Insurance Agent | Many, LA | May 2017 - May 2018 | 1 |
| Papa's Bar & Grill | Natchitoches, LA | May 2016 - May 2017 | 1 |
| Press Box Bar & Club | Natchitoches, LA | Jan 2016 - May 2017 | 1 |
| Northwester State University | Natchitoches, LA | Aug 2015 - Jan 2016 | < 1 |
| Louisiana State University - Shreveport | Shreveport, LA | Jun 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- LA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, WY
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