Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lebbert is a financial advisor with over 30 years of experience in the financial services industry. Gregory Lebbert is currently registered with Infinity Financial Services Advisory. Previously, Gregory Lebbert was registered with Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., KEMPER SECURITIES GROUP, INC., BATEMAN EICHLER, HILL RICHARDS, INCORPORATED, M.D. ADVISORS, INC., and M.L. STERN & CO. INC. Gregory Lebbert holds the Series 7, Series 63, and SIE licenses. Gregory Lebbert's primary specializations are investment advisory services, portfolio management for individuals, and financial planning. Gregory Lebbert and Infinity Financial Services Advisory serve individuals, high-net-worth individuals, corporations, and other businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/24/2020 - Present
Infinity Financial Services Advisory (OAKLAND CA)
CA
01/01/2008 - 06/06/2016
WELLS FARGO ADVISORS, LLC (MODESTO CA)
CA
02/20/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MODESTO CA)
MO
09/04/1990 - 02/25/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
09/11/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
06/23/1989 - 08/31/1989
M.D. ADVISORS, INC.
NA
11/25/1985 - 03/11/1989
M.L. STERN & CO. INC.
BC
Issued 10/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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