Unclaimed
John Templeton is a financial advisor with over 27 years of experience in the financial services industry. John is registered with Benjamin F. Edwards & Company, Inc. John has also held previous positions at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. John's experience includes providing financial planning, portfolio management and other advisory services to a wide range of clients, including individuals, businesses, and retirement plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
MO
01/12/2018 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
TN
01/01/2008 - 03/07/2017
WELLS FARGO CLEARING SERVICES, LLC (GERMANTOWN TN)
TN
01/26/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MEMPHIS TN)
BC
Issued 02/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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