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Mark Douglas Temple, AIF®

Mark Douglas Temple, AIF®

Contact Advisor

Information

Other Names: Mark Douglas Temple
Firm:
DBA:

Retirement & Benefit Partners, LLC.

Additional Firm:
Type: Dual Registration
Description

Retirement & Benefit Partners, LLC (RBP) a LPL Retirement Partners Firm is one of the region's most respected ERISA consulting practices. With offices throughout the Northeast and a diverse professional staff consisting of JD's, CPA's, CFP's, AIF's and MBA's, RBP continually sets the standard for other firms to follow. ...(see more)

Advisor Timeline

No timeline events available.
Experience
EmployerYearsDates
Independent Financial Partners 3 years, 7 months Dec 2010 - Present
LPL Financial LLC 3 years, 8 months Nov 2010 - Present
Nrp Advisors, Inc. 2 years, 8 months Mar 2008 - Nov 2010
Nrp Financial, Inc. 3 years, 1 month Oct 2007 - Nov 2010
Nrp Financial, Inc. 1 year Oct 2007 - Oct 2008
Banc of America Insurance Services, Inc. 10 months Dec 2006 - Oct 2007
Banc of America Investment Services, Inc. 10 months Dec 2006 - Oct 2007
Invesmart Securities, LLC 4 years, 1 month Nov 2002 - Dec 2006
Invesmart Advisors Inc 4 years, 1 month Nov 2002 - Dec 2006
Invesmart, Inc. 4 years, 1 month Nov 2002 - Dec 2006
Exams
ExamSeriesPassed Date
Uniform Combined State Law ExaminationSeries 66 12/05/2013
Uniform Securities Agent State Law ExaminationSeries 63 07/18/2002
General Securities Representative ExaminationSeries 7 02/25/2002

Answers and Guides

Level 1 Level 1 Contributor 0 Answers and 0 Financial Guides

Top Answers

Mark Douglas Temple, AIF® has not answered any questions on Financial Q&A.

Top Guides

Mark Douglas Temple, AIF® has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Advisor Information

Advisor Assets Under Management

help text
$1.3B
Total Assets
175
Clients
$7.1M
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Advisor Client Types

Pension and Profit Sharing Plans
Corporations or Other Businesses
High Net Worth Individuals
Banking or Thrift Institutions
Charitable Organizations

*The Client Types data displayed has been entered by the advisor and has not been verified.

Licenses and Conduct

Regulator
License Status
Registered
Registered
Disclosures

1 Termination

1 Termination

As of Date
05/15/2013
07/21/2013
*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.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Other: PERCENT OF ASSETS UNDER ADVISEMENT; REFERRAL FEES