Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Templeton Financial Services Inc. financial advisors in Arizona

Every SEC-registered investment adviser representative at a Templeton Financial Services Inc. office in Arizona, by city and A to Z.

The short answer

3 registered advisors work at Templeton Financial Services Inc. in Arizona, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Chandler (2). 0 list the CFP designation and 0 are also registered broker representatives.

Templeton Financial Services Inc. advisors by city in Arizona

Every firm in Arizona →

Chandler 2Sun Lakes 1

Templeton Financial Services Inc. advisors in Arizona, A to Z

Search by name →

Templeton Financial Services Inc. advisors in every state →Templeton Financial Services Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Templeton Financial Services Inc. financial advisors are in Arizona?

3 investment adviser representatives are registered at Templeton Financial Services Inc. offices in Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Arizona does Templeton Financial Services Inc. have the most advisors?

Chandler, with 2, then Sun Lakes (1). Templeton Financial Services Inc. has advisors in 2 cities in Arizona.

How do I check a Templeton Financial Services Inc. advisor in Arizona?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Templeton Financial Services Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.