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Mark Douglas Temple, AIF®

LPL Financial LLC

Slingerlands

NY

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Property & Casualty Insurance
    • -Business Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.

Designations & Memberships

  • Financial Services Institute
    Membership
    Financial Services Institute
    Founded in 2004, FSI is the only advocacy organization working on behalf of independent broker-dealers and independent financial advisors. Our vision is that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors affiliated with independent financial services firms. Our mission is to create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education, and public awareness. Our strategy supports our vision and mission through robust involvement in FINRA governance, constructive engagement in the regulatory process, and effective influence on the legislative process.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Articles and Answers

Insights by Mark Temple

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Apr 1, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Apr 5, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Sept. 10, 2016
    • $1.3B
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 175
      number of clients
    • $7.1M
      Estimated Average Account Balance Per Client

LPL Financial LLC

Last updated on Sept. 1, 2016
    • $112.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 531K
      Accounts
    • $211.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions