Kate Elizabeth Templeton
Investment adviser representative at Great Valley Advisor Group, LLC
10 yearsExperience
1 stateRegistered in
$10.6BFirm assets
15 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
- Seminars and workshops
Experience
10 years in the industry.
- Great Valley Advisor Group, LLCJun 2026 to now
- GvaOct 2025 to now
- SeiNov 2024 to Oct 2025
- Souderton Area School DistrictJul 2024 to Nov 2024
- Ursinus CollegeAug 2020 to May 2024
- Country Club of HarrisburgMay 2020 to Jun 2024
- Templeton AdvantageJan 2020 to Jan 2024
- Newport High SchoolJun 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Great Valley Advisor Group, LLC
$10.6BAssets managed
37,014Clients
187Advisers
15 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
- 8183317
- Firm CRD
- 123913