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Richard Shelton Gregory

Crews & Associates, Inc.

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About Richard Shelton Gregory

Richard Shelton Gregory is a financial advisor with Crews & Associates, Inc. in Little Rock, Arkansas. Richard is a registered representative of FINRA and holds Series 63, Series 7, and SIE licenses. Richard is a licensed securities professional in Arkansas, Illinois, Indiana, Kansas, Michigan, and Pennsylvania. Richard has been in the securities industry since 1990 and is currently associated with Crews & Associates, Inc. Richard works with individuals, corporations, charitable organizations, and insurance companies. Richard specializes in portfolio management for individuals and businesses, as well as financial planning.

Firm Information

Richard Gregory is currently registered with Crews & Associates, Inc.. Crews & Associates, Inc. is a Corporation formed in 1979 and headquartered in LITTLE ROCK, AR. They provide financial planning, portfolio management for individuals and businesses. The firm has a total of 112,401,625 in assets under management, of which 94,446,571 is discretionary. They have a total of 270 accounts, of which 45 are discretionary. The firm is registered with the SEC and in 51 states. Crews & Associates, Inc. has 12 licensed agents, 16 investment adviser representatives, and 16 registered representatives. They offer wrap fee programs and participate in other advisory services. They work with a wide range of clients, including individuals, businesses, charitable organizations, and insurance companies.
Crews & Associates, Inc.

521 PRESIDENT CLINTON AVENUE

LITTLE ROCK, AR 72201

$112.40M

Assets Under Management

Not reported

Total Clients

108

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Gregory’s Registration & Firm History

AR

08/02/1990 - Present

Crews & Associates, Inc. (LITTLE ROCK AR)

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Licenses & Designations

BC

Issued 07/03/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Shelton Gregory.
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