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Anthony Richard Temple II

Wedbush Securities INC.
23 Years of Experience
2 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Wedbush Securities INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
218 advisors
Number of Clients
10,099 clients
Average Client Portfolio
$568K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$25K
Financial Planning:Charged separately
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K3.00%
$250K - $500K2.80%
$500K - $1.0M2.50%
$1.0M - $3.0M1.90%
$3.0M - $5.0M1.60%
$5M+1.60%

Fees negotiable for accounts over $5,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$250

Location

5949 Sherry Lane, Ste 1475, Dallas, TX, 75225

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
August 2025
Customer Dispute
March 2003
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wedbush Securities INC.
August 2022 - Present · 3 yrs 6 mos
Wedbush Securities INC.Broker
August 2022 - Present · 3 yrs 6 mos
Wedbush Securities INC.
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - January 2022 · 8 yrs 8 mos
PNC Managed Account Solutions, INC.
January 2011 - November 2021 · 10 yrs 10 mos
Bbva Compass Investment Solutions, INCBroker
March 2010 - May 2013 · 3 yrs 2 mos
Primevest Financial Services, INC.
March 2007 - December 2009 · 2 yrs 9 mos
Guaranty Brokerage Services, INC.Broker
March 2007 - December 2009 · 2 yrs 9 mos
New England Securities Corporation
November 2005 - February 2007 · 1 yr 3 mos
New England SecuritiesBroker
November 2001 - February 2007 · 5 yrs 3 mos
State Registrations2 states
NYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.