Templeton Financial Services Inc.

Templeton Financial Services Inc. (CRD# 128240) is a financial advisory firm headquartered in Chandler, AZ. They manage $297,850,000 in 213 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    298
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $1,398,357
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL

Financial Advisors at Templeton Financial Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William W. Smith
CRD#: 5671373
1490 S Price Road, Ste 101, Chandler, AZ 85286
93
Wealthminder
score

William Smith (CRD# 5671373) is an Investment Advisor Representative working at Templeton Financial Services Inc. in Chandler, AZ and has over 7 years of experience in the finance industry.

2
Leonard E. Templeton
CRD#: 810305
Sun Lakes, AZ
93
Wealthminder
score

Leonard Templeton (CRD# 810305) is an Investment Advisor Representative working at Templeton Financial Services Inc. in Sun Lakes, AZ and has over 36 years of experience in the finance industry.

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