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Gregory Gianakis

INFINITY WEALTH COACHING
LAS VEGAS, NV
·CRD# 4827120·21 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

21 years in the financial services industry

Current & Past Employments

INFINITY WEALTH COACHING, LLC·CRD# 292099
RIA
5315 S Conquistador St, Las Vegas, NV 89148
September 27, 2018 - Present
PARK AVENUE SECURITIES LLC·CRD# 46173
RIA
Las Vegas, NV
February 24, 2006 - August 28, 2018
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
Las Vegas, NV
July 7, 2005 - August 28, 2018

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Current Firm

IW
INFINITY WEALTH COACHING, LLC

INFINITY FINANCIAL GROUP, LLC | INFINITY WEALTH COACHING, LLC

CRD#: 292099
Nevada
Registered Investment Advisory firm - Nevada (9/27/2018 Approved)

Contact Information

Main Address

5315 S Conquistador St, Las Vegas, NV 89148

Phone Number

(702) 493-6174

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

43

AUM (Assets Under Management)

$6,626,759

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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.

1. Selling Insurance Products other than Guardian I sell some Insurance Products other than Guardian. AFLAC Start: 01/01/2016 Address: 5315 S Conquistador St Las Vegas, NV 89148 2 bus hrs per month Investment related

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2005About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

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