Gregory
Lebbert
Infinity Financial Services Advisory
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About this Advisor
Gregory Lebbert is a financial advisor based out of Modesto, California with a total of 3 years of industry experience. Lebbert currently works for Infinity Financial Services Advisory. Over the course of their career, Lebbert has held roles at Wells Fargo Advisors LLC, Infinity Financial Services and Infinity Financial Services Advisory. Lebbert holds a Series 63 license, designating them as a securities broker, and can advise clients in California. Infinity Financial Services Advisory is a business operating out of Oakland, CA. It has offices in 31 locations and a total of 36 financial advisors. It controls $118 million in assets under management across its 722 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 722 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically depend on which services are offered. However, fees charged by Infinity Financial Services Advisory likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinity Financial Services Advisory Brokerage Details
$118,129,861
36
722
$163,615
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
Gregory has been registered as a financial advisor for 3 years.*
Infinity Financial Services Advisory
Infinity Financial Services
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Alhambra, CA
La Mesa, CA
Arlington, VA
Oakland, CA
Oakland, CA
Nashville, TN
Oakland, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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