Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Templeton is a registered investment advisor representative with Royal Fund Management, LLC. David has been in the industry since 1984 and has held a variety of positions with firms such as ING Financial Partners, Inc., John Hancock Distributors, Inc., and Cambridge Legacy Securities L.L.C. David specializes in providing financial planning and portfolio management services to individuals and businesses. David is licensed to sell life, health, and annuities. David is a Series 7, 6, 22, 63, and 65 licensed advisor. David is active in the industry with a variety of licenses and registrations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AR
11/18/2020 - Present
Royal Fund Management, LLC (MAUMELLE AR)
AR
02/27/2007 - 12/31/2010
CAMBRIDGE LEGACY SECURITIES L.L.C. (MAUMELLE AR)
AR
12/04/1992 - 02/21/2007
ING FINANCIAL PARTNERS, INC. (MAYFLOWER AR)
MA
02/05/1984 - 09/13/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 12/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/18/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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