Gregory
Lebbert
Infinity Financial Services Advisory
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About this Advisor
Gregory Lebbert is a financial advisor based in Modesto, California, working with Infinity Financial Services Advisory. Gregory has previously held positions at Wells Fargo Advisors LLC, Infinity Financial Services, and Infinity Financial Services Advisory. Gregory has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Gregory is part of Infinity Financial Services Advisory, which operates out of Modesto, California. The firm has 33 offices and 37 employees. The firm manages assets totaling $145.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Infinity Financial Services Advisory includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Infinity Financial Services Advisory Brokerage Details
$145,046,777
37
901
$160,984
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gregory Lebbert Work History
Infinity Financial Services Advisory
Infinity Financial Services
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Gregory Lebbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Infinity Financial Services Advisory
Oakland, CA
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Oakland, CA
Oakland, CA
Oakland, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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