John Temple
Wealth Advisor at Patriot Investment Management Group, Inc
Based in Knoxville, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Knoxville
Industry
Financial Services
Company size
19
Contact information
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j•••••••@patriotinvestment.com
Phone
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Background
About John Temple
Liscensed in 1993, earning a series 7, 9 and 10. I spent my first 12 years in the brokerage industry with JC Bradford & Co. and LeggMason. In 2005, I made the transition to become a fee only financial planner. Offering full financial planning, including education and retirement planning, portfolio management, alternative investments, non- traded investments, charitable giving and wealth preservation. Specialties: Portfolio management, non traded investments, retirement income, risk based diversification.
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