David Templin Location
- Lake Forest, IL, US
David Templin Work
- 2013 - now Senior Regional Vice President @
- 2013 - now Senior Regional Vice President @ AXA Distributors, LLC
- 2014 - 2015 Divisional Vice President @ AXA Distributors, LLC
- 2012 - 2013 Vice President @
- 2008 - 2011 Regional Vice President @
- 2007 - 2008 Account Executive @
- 1998 - 2007 Financial Advisor, Certified Financial Planner @
David Templin Education
- University of Central Oklahoma
Bachelor of Science (Business Administration, Marketing)
1971 - 1974
David Templin Skills
- Series 63
- Retirement Planning
- Fixed Annuities
- Series 7
- Retirement
- Life Insurance
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Insurance
- Estate Planning
- Long-term Care
- Investments
- 401k
- 401k Rollovers
- Alternative Investments
- Asset Allocation
- Asset Management
- Business Planning
- Disability Insurance
- ETFs
- Employee Benefits
- Equities
- FINRA
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Health Insurance
- High Net Worth Individuals
- IRAs
- Investment Advisory
- Investment Management
- Investment Strategies
- Long Term Care Insurance
- Mortgage Lending
- Pensions
- Portfolio Management
- Relationship Management
- Securities
- Series 24
- Series 6
- Series 65
- Strategic Planning
- Term Life Insurance
- Underwriting
- Uniform Combined State Law
- Variable Annuities
- Wealth
- Long Term Care
David Templin Summary
- David Templin, based in Lake Forest, IL, US, is currently a Senior Regional Vice President at Equitable. David Templin brings experience from previous roles at AXA Distributors, LLC, Fifth Third Bank and Sun Life Financial. David Templin holds a 1971 - 1974 Bachelor of Science in Business Administration, Marketing @ University of Central Oklahoma. With a robust skill set that includes Series 63, Retirement Planning, Fixed Annuities, Series 7, Retirement and more. David Templin has 3 emails and 2 mobile phone numbers on RocketReach.
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