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Katherine Lynn Templeton

Ares Management Capital Markets LLC

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About Katherine Lynn Templeton

Katherine Templeton is a financial advisor with Ares Management Capital Markets LLC. Katherine has been in the industry since October 19, 2020. She has a Series 63, Series 7TO, and SIE license. Katherine is currently registered in 53 states and the District of Columbia. Katherine is also affiliated with Ares Wealth Management Solutions, LLC.

Firm Information

Katherine Templeton is currently registered with Ares Management Capital Markets LLC. Ares Management Capital Markets LLC is a Limited Liability Company formed in January 2012. They are registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

91

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Katherine Templeton’s Registration & Firm History

CO

06/17/2024 - Present

Ares Management Capital Markets LLC (Denver CO)

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Licenses & Designations

BC

Issued 11/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Lynn Templeton.
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