Cal Martin Templeton
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
10 yearsExperience
1 stateRegistered in
$18.9BFirm assets
16 yearsFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Benjamin F. Edwards & Company, Inc.Jun 2026 to now
- Orgill Inc.Nov 2025 to Jun 2026
- AlliancebernsteinJul 2024 to Nov 2025
- OneoncologyApr 2023 to Jul 2024
- The Marston GroupJul 2021 to Mar 2023
- Union University - Masters DegreeAug 2020 to May 2021
- The Marston GroupJun 2020 to Aug 2020
- The Marston GroupJun 2019 to Aug 2019
- Ridgeway Country ClubJun 2018 to Aug 2018
- Ridgeway Country ClubJun 2017 to Aug 2017
- Union University - Undergraduate DegreeJul 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
Benjamin F. Edwards & Company, Incorporated
$18.9BAssets managed
33,057Clients
514Advisers
16 yearsIn 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
- 7966333
- Firm CRD
- 146936