Templeton Financial Services Inc.

Templeton Financial Services Inc. (CRD# 128240) is a financial advisory firm headquartered in Chandler, AZ. They manage $414,000,000 in 351 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1490 S Price Road, Ste 218, Chandler, AZ 85286
https://www.linkedin.com/company/27226633/
By the Numbers
  • Total Assets Under Management
    414
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $1,179,487
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, MI, WA

Financial Advisors at Templeton Financial Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William Smith, financial advisor Chandler AZ
William W. Smith
CRD#: 5671373
1490 S Price Road, Ste 218, Chandler, AZ 85286

William Smith (CRD# 5671373) is an Investment Advisor Representative working at Templeton Financial Services Inc. in Chandler, AZ and has over 11 years of experience in the finance industry.

2
Leonard Templeton, financial advisor Sun Lakes AZ
Leonard E. Templeton
CRD#: 810305
Sun Lakes, AZ

Leonard Templeton (CRD# 810305) is an Investment Advisor Representative working at Templeton Financial Services Inc. in Sun Lakes, AZ and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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