GA
Gregory Ashcraft
R & R FINANCIAL
Temecula, CA
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CRD#: 7981081
GA
Professional summary
Gregory Ashcraft, who also goes by Greg Ashcraft, is a registered financial advisor currently at R & R FINANCIAL located in Temecula, California.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Gregory has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Ashcraft
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am the owner of a law firm called The Ashcraft Firm that practices estate planning, probate, and trust administration.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Ashcraft's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 7, 2024 - Present
R & R FINANCIAL
RIA
CRD#: 330772
Temecula, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/7/2024)
Exams
Current Firm
R&
R & R FINANCIAL
JP RICHARDSON FINANCIAL SERVICES, INC. | R & R FINANCIAL | JPR FINANCIAL
CRD#: 330772 / SEC#:
California
Registered Investment Advisory firm - (4/23/2024 Approved)Texas
Registered Investment Advisory firm - (8/14/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Temecula, CA
Mailing Address
Po Box 890573, Temecula, CA 92589
Phone number
(951) 553-5262
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 153 |
| AUM (Assets Under Management) | $ 18,400,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
