Gregory Lebbert (CRD# 1386859) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Modesto, CA and has over 38 years of experience in the finance industry.
CRD# 4769925
Lpl Financial LLC
CRD# 1071122
K.l. Baird Asset Management
CRD# 6470917
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinity Financial Services Advisory | Oakland, CA | Sep 2020 - Current | 3 |
| Infinity Financial Services | Oakland, CA | Jun 2016 - Current | 7 |
| Wells Fargo Advisors LLC | Modesto, CA | May 2009 - Jun 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management145MILLIONS
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Total Number of Accounts901ACCOUNTS
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Average Account Value$160,984
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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