Advisor at Infinity Financial Services Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Infinity Financial Services Advisory
Location
Modesto, CA
Credentials
Series 63
Industry experience
40 years
Gregory Lebbert is a financial advisor with Infinity Financial Services Advisory in Modesto, CA, holding a Series 63 designation and 40 years of industry experience. He has worked at Infinity Financial Services Advisory since 2020 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies across multiple asset classes.
Based on Infinity Financial Services Advisory
$10,000 - $99,999: $100,000 - $249,999: $250,000 - $499,999: $500,000 - $749,999: $750,000 - $1,249,999: $1,250,000 - $4,999,999: $5,000,000 - $24,999,999:
Account minimum: $10,000
Modesto, CA
California
Infinity Financial Services Advisory
2020 - Present (6 years)
Infinity Financial Services
2016 - Present (10 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Modesto, CA
Luminary Financial Planning
Series 63
Turlock, CA
Berger Asset Management, Inc.
Series 65
Modesto, CA
Blom & Howell Financial Planning, Inc.
PFS™
Turlock, CA
Hillberg Capital Management, LLC
Series 63, Series 65
Denair, CA
TechView Wealth Advisors LLC
Series 63
Modesto, CA
Arrowhead Wealth Management Corp.
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