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Robert Pratt Templeton

Hamilton Lane Securities LLC

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About Robert Pratt Templeton

Robert Templeton is a securities professional with over six years of experience in the financial services industry. Robert is currently registered with Hamilton Lane Securities LLC in Conshohocken, Pennsylvania. Robert holds the Series 63, Series 7 and SIE licenses.

Firm Information

Robert Templeton is currently registered with Hamilton Lane Securities LLC. Hamilton Lane Securities LLC is a Limited Liability Company formed in August 2015. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

39

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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Robert Templeton’s Registration & Firm History

PA

11/09/2016 - Present

Hamilton Lane Securities LLC (Conshohocken PA)

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Licenses & Designations

BC

Issued 12/02/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Pratt Templeton.
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