Olivia Anne Templeton
Investment adviser representative at Openarc Corporate Advisory, LLC
12 yearsExperience
1 stateRegistered in
$10.1BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Openarc Corporate Advisory, LLCSep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to Sep 2025
- UnemployedMay 2024 to Jun 2024
- Ernst & Young LLPJun 2022 to May 2024
- Clifftonlarsonallen (cla)Jan 2022 to May 2022
- Kennesaw State University Sports & Recreation DepartmentAug 2019 to Jan 2022
- Francesca'sMay 2019 to Mar 2021
- Kennesaw State UniversityAug 2018 to May 2022
- Chick Fil AAug 2018 to May 2019
- Harmony High SchoolAug 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
Openarc Corporate Advisory, LLC
$10.1BAssets managed
3,841Clients
123Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7953139
- Firm CRD
- 336837