Gregory Gianakis

INFINITY WEALTH COACHING

Las Vegas, NV 89148

Some features on this profile are disabled

CRD#: 4827120

Professional summary

Gregory Gianakis is a registered financial advisor currently at INFINITY WEALTH COACHING, LLC located in Las Vegas, Nevada.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Gregory has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Gianakis'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®

None

Experience

Current

September 27, 2018 - Present

INFINITY WEALTH COACHING, LLC

Office #1: 5315 S Conquistador St, Las Vegas, NV 89148

RIA

CRD#: 292099

Las Vegas, NV

Past

February 24, 2006 - August 28, 2018

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

LAS VEGAS, NV

Past

July 7, 2005 - August 28, 2018

PARK AVENUE SECURITIES LLC

CRD#: 46173

LAS VEGAS, NV

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

Nevada
(9/27/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/15/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/7/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/6/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INFINITY WEALTH COACHING, LLC

INFINITY FINANCIAL GROUP, LLC | INFINITY WEALTH COACHING, LLC

CRD#: 292099 / SEC#:

Nevada

Registered Investment Advisory firm - (9/27/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5315 S Conquistador St, Las Vegas, NV 89148

Mailing Address

Phone number

(702) 493-6174

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	49
AUM (Assets Under Management)	$ 5,628,795

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.

Similar Advisors

Kenneth Young

TRANSAMERICA FINANCIAL ADVISORS, LLC

IAR

Las Vegas, NV

Jodie Cohen-potter

LPL FINANCIAL LLC

IAR

LAS VEGAS, NV

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory Gianakis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Gianakis's CRS (Customer Relationship Summary).

Certified licenses

Experience

INFINITY WEALTH COACHING, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2005

Series 63

Date: 7/7/2005

SIE

Date: 8/28/2018

Series 6

Date: 7/6/2005

Current Firm

INFINITY WEALTH COACHING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INFINITY WEALTH COACHING, LLC

TRUST BUT VERIFY

Similar Advisors