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GL
GL
Gregory Wallace Lebbert
Infinity Financial Services Advisory
39 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Financial Planning & Coaching
High Net Worth
Infinity Financial Services Advisory
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
34 advisors
Number of Clients
667 clients
Average Client Portfolio
$225K average
Assets Under Management
$150.1M
Fee Structure
Investment Management
Planning
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Location
Modesto, CA
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Customer Dispute
November 2000
Closed-No Action
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Infinity Financial Services Advisory
December 2020 - Present · 5 yrs 2 mos
Infinity Financial Services
Broker
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Infinity Financial Services
June 2016 - December 2020 · 4 yrs 6 mos
Wells Fargo Advisors, LLC
Broker
January 2008 - June 2016 · 8 yrs 5 mos
Wells Fargo Advisors, LLC
January 2008 - June 2016 · 8 yrs 5 mos
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.
Broker
February 1992 - January 2008 · 15 yrs 11 mos
Kemper Securities Group, INC.
Broker
September 1990 - February 1992 · 1 yr 5 mos
Bateman Eichler, Hill Richards, Incorporated
Broker
September 1989 - September 1990 · 1 yr
M.D. Advisors, INC.
Broker
June 1989 - August 1989 · 2 mos
M.L. Stern & CO. INC.
Broker
November 1985 - March 1989 · 3 yrs 4 mos
State Registrations
1 state
CA
Advisor
Broker
Both
Exams
No exam information available for this advisor.