Unclaimed Profile

Justin Anthony Reckers

RG FINANCIAL, LLC·CARLSBAD, California

SIE, Series 7, Series 7TO, Series 63, Series 66CFP20 years registeredRG FINANCIAL, LLC

703 PALOMAR AIRPORT ROAD, CARLSBAD, CA 92011CRD# 4942526Firm CRD# 311162

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Justin Anthony Reckers · CARLSBAD, CA

Registration

CRD #4942526 · RG FINANCIAL, LLC · 20 years registered

Brand Profile

Not yet started

Career History

FONTE FINANCIAL ADVISORS

Mar 2021 – present

ADVISORY SERVICES NETWORK

Oct 2015 – Mar 2021

Carlsbad, CA

SOURCE FINANCIAL ADVISORS, LLC

Apr 2015 – Oct 2015

SAN DIEGO, CA

PACIFIC WEALTH MANAGEMENT

Mar 2013 – Mar 2015

SAN DIEGO, CA

GIRARD SECURITIES, INC.

Aug 2006 – Mar 2015

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · August 10, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

2019Judgment / Lien

2017Judgment / Lien

2015Employment Separation After Allegations

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RG FINANCIAL, LLC

CRD 311162 · SEC 801-120581

AUM

$124M

Regulatory assets under management

Employees

387 client accounts

Services offered by RG FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RG FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Justin Anthony Reckers offer?

Justin Anthony Reckers specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, California for a consultation.

What are Justin Anthony Reckers's credentials?

Justin Anthony Reckers holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Justin Anthony Reckers located?

Justin Anthony Reckers is based in CARLSBAD, California, working with RG FINANCIAL, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Justin Anthony Reckers charge for services?

Justin Anthony Reckers's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RG FINANCIAL, LLC?

RG FINANCIAL, LLC has approximately 4 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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