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Brian Tamplen

15 Years of Experience
Livingston, TX

Brian Tamplen is a registered investment advisor at Bird Dog Trading Corporation, based in Livingston, TX, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $12M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$11.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Livingston, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian owns 100% of T&W Investments, LLC, which invests in residential rental real estate since 2009. Brian dedicates minimal time to this business, buying rental properties and renting them to tenants.

Employment History
Current Registrations
Bird Dog Trading Corporation
May 2010 - Present · 16 yrs
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.