Unclaimed Profile

Gregory James Richardson

DOWLING & YAHNKE, LLC·SAN DIEGO, California

Clean recordDOWLING & YAHNKE, LLC

12265 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 5316788Firm CRD# 107672

Profile Verification

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

Identity

Gregory James Richardson · SAN DIEGO, CA

Registration

CRD #5316788 · DOWLING & YAHNKE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gregory James Richardson is a registered financial advisor based in SAN DIEGO, California, affiliated with DOWLING & YAHNKE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DOWLING & YAHNKE, LLC

AUM

$6.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DOWLING & YAHNKE, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5316788

Firm CRD# 107672

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory James Richardson offer?

Gregory James Richardson specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Gregory James Richardson's credentials?

Gregory James Richardson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory James Richardson located?

Gregory James Richardson is based in SAN DIEGO, California, working with DOWLING & YAHNKE, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Gregory James Richardson charge for services?

Gregory James Richardson'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 DOWLING & YAHNKE, LLC?

DOWLING & YAHNKE, LLC has approximately 56 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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