Unclaimed Profile

Gregory James Richardson

DOWLING & YAHNKE, LLC·SAN DIEGO, California

Clean record18 years registeredDOWLING & 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 · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DOWLING & YAHNKE, LLC

CORIENT

Sep 2022 – Dec 2025

San Diego, CA

DOWLING & YAHNKE, LLC

Aug 2014 – Mar 2023

SAN DIEGO, CA

HALPERN FINANCIAL, INC.

Sep 2010 – Jul 2014

SAN DIEGO, CA

HARRISON - DE CHARON, L.L.C.

Aug 2008 – Dec 2010

SAN DIEGO, CA

Registrations & Exams

Registration record

First registered · August 6, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOWLING & YAHNKE, LLC

CRD 107672 · SEC 801-29274

AUM

$6.1B

Regulatory assets under management

Employees

4,834 client accounts

Services offered by DOWLING & YAHNKE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DOWLING & YAHNKE, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory James Richardson offer?

Gregory James Richardson specializes in Financial Planning, Investment Management.

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, last registered with DOWLING & YAHNKE, LLC.

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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