Advisor at Templeton Financial Services Inc.
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Firm
Templeton Financial Services Inc.
Location
Sun Lakes, AZ
Credentials
Series 63, Series 65
Industry experience
22 years
Leonard Templeton is a financial advisor at Templeton Financial Services Inc. in Sun Lakes, AZ, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Templeton Financial Services since 2003. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing investments. The firm employs a conservative, income-oriented investment approach centered on municipal securities, closed-end funds, and higher-yield bonds, with detailed allocation policies tailored to client objectives and risk tolerance.
$250,000+: 0.35%
Account minimum: $2,000,000 Fee-only: Fee-only basis
Sun Lakes, AZ
Arizona
Templeton Financial Services Inc.
2003 - Present (23 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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