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GL

Gregory W. Lebbert

INFINITY FINANCIAL SERVICES ADVISORY
Modesto, CA
Some features on this profile are disabled
CRD#: 1386859
GL

Professional summary

Gregory Wallace Lebbert, who also goes by Greg Wallace Lebbert, Greg Lebbert, is a registered financial advisor currently at INFINITY FINANCIAL SERVICES ADVISORY located in Modesto, California and INFINITY FINANCIAL SERVICES located in Modesto, California.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Gregory has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg Wallace Lebbert | Greg Lebbert

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Wallace Lebbert's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 24, 2020 - Present

INFINITY FINANCIAL SERVICES ADVISORY

RIA
CRD#: 304981
Modesto, CA
Current

June 7, 2016 - Present

INFINITY FINANCIAL SERVICES

BD
CRD#: 144302
Modesto, CA
Past

June 7, 2016 - December 31, 2020

INFINITY FINANCIAL SERVICES

RIA
CRD#: 144302
OAKLAND, CA
Past

January 1, 2008 - June 6, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MODESTO, CA
Past

January 1, 2008 - June 6, 2016

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MODESTO, CA
Past

July 8, 1997 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
MODESTO, CA
Past

February 20, 1992 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
MODESTO, CA
Past

September 4, 1990 - February 25, 1992

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 11, 1989 - September 4, 1990

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

June 23, 1989 - August 31, 1989

M.D. ADVISORS, INC.

BD
CRD#: 16479
Past

November 25, 1985 - March 11, 1989

M.L. STERN & CO., LLC.

BD
CRD#: 8327

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC

CRD#: 304981 / SEC#: 801-117719

RIA
Registered Investment Advisory firm - (12/5/2019 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/7/2016)
IAR
California
(12/24/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 10/24/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/16/1985
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC

CRD#: 304981 / SEC#: 801-117719

RIA
Registered Investment Advisory firm - (12/5/2019 Approved)
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Contact information

Main Address
212 9th Street Suite 202, Oakland, CA 94607
Mailing Address
Phone number
(510) 588-8000
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (45 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)
ADV 2A APPENDIX WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts918
AUM (Assets Under Management)$ 150,097,662

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.

Company Information

INFINITY FINANCIAL SERVICES ADVISORY

CRD#: 304981Modesto, CA

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