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Leonard Edward Templeton

Templeton Financial Services Inc.

Sun Lakes, AZ

CRD 810305

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Employer firm

Templeton Financial Services Inc. CRD 128240

$442M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Templeton Financial Services Inc.

1490 S Price Road, Ste 218, Chandler, AZ 85286 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2003-10-14
  • AZ RA
    APPROVED
    Since 2003-10-14

Branch Locations

Sun Lakes, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Templeton Financial Services Inc. Sun Lakes AZ 07/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-06-25
S63 Uniform Securities Agent State Law Examination 1980-05-16
  • S65 Uniform Investment Adviser Law Examination
    2003-06-25
  • S63 Uniform Securities Agent State Law Examination
    1980-05-16
Other Names
  • Leonard Edward Templeton

View on SEC IAPD

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