Individual Firm
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TRENT JAMES TEMPLER
CRD#: 5374164
IA
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TEMPLER WEALTH MANAGEMENT, LLCCRD#: 305972 8000 TOWERS CRESCENT DR.
SUITE 1350
VIENNA, VA 22182
SUITE 1350
VIENNA, VA 22182
0
Disclosures
17
Years of Experience
View By:
State Registrations
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Virginia 11/5/2019
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Registered with this firm since 11/5/2019
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 06/02/2015 - 10/23/2019 | RESTON, VA | |
IA | 01/26/2011 - 05/26/2015 | VIENNA, VA | |
B | 01/26/2011 - 05/26/2015 | Vienna, VA | |
B | 06/30/2009 - 01/20/2011 | VIENNA, VA | |
IA | 03/18/2008 - 01/19/2011 | VIENNA, VA | |
B | 08/15/2007 - 06/30/2009 | VIENNA, VA | |
B | 07/03/2007 - 07/31/2007 | FALLS CHURCH, VA |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.