Paul Raymond Temby
| Other Names: |
Paul Raymone Temby
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| Firm: |
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| Type: |
RIA |
Description
Paul joined Dowling & Yahnke in 1998 and became a Partner of the firm in 2005. He holds the designations Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNERTM (CFP) and Certified Divorce Financial AnalystTM (CDFATM). Paul has a Master of Business Administration (MBA) degree with an emphasis in Finance from the
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Wharton School, University of Pennsylvania. In addition, Paul holds a Graduate Diploma in International Business Administration from the Universite Catholique de Louvain, Belgium and a Bachelor's Degree in Mechanical Engineering (Magna Cum Laude & Phi Beta Kappa) from the University of California, San Diego.
Paul is a member of the Scripps Health Gift Planning Advisory Boards, the San Diego Foundation's Professional Advisor Council, the Financial Planning Association (FPA), the CFA Institute, the CFA Society of San Diego, Inc., and is a past President of the La Jolla Estate Planning, Trust and Probate Section. Paul is a California native, but has enjoyed living in many parts of Europe. He is married and has two children.
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Answers and Guides
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Firm Client Types
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High Net Worth Individuals |
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Individuals |
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Pension and Profit Sharing Plans |
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Corporations or Other Businesses |
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Charitable Organizations |
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State or Municipal Government Entities |
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
Experience and Employment History
| Employer |
Years |
Dates |
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Dowling & Yahnke, LLC
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7 years, 9 months
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Sep 2005 -
Present
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Dowling & Yahnke Inc
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7 years, 1 month
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Jul 1998 -
Aug 2005
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*Experience and Employment History information reflects the past 10
years of employment as reported on the SEC ADV filing as of 11/03/2009, and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
Licenses and Conduct
| Regulator |
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License Status
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Registered
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Disclosures
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| As of Date |
11/03/2009
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*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
Advisor Exams
Firm Compensation Arrangements
Fee Only
Advisor
This firm has certified that they are compensated solely by their clients,
and do not accept commissions or compensation of any kind based on the products they recommend.
Types of Compensation Arrangements