Gregory Lebbert has been an investment adviser representative at Gilbert Greg RIA since December 2020, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Gregory Lebbert’s longest registration was 10 years at A. G. Edwards & Sons, Inc. (1997–2008). Before joining Gilbert Greg RIA in 2020, Gregory Lebbert was registered through Infinity Financial Services and Wells Fargo Advisors, LLC.
- – present · 5 yearsModesto, CA · Adviser representative · Firm CRD 304981
- Infinity Financial Services– · 4 yearsOakland, CA · Adviser representative · Firm CRD 144302
- Wells Fargo Advisors, LLC– · 8 yearsModesto, CA · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · 10 yearsModesto, CA · Adviser representative · Firm CRD 4
Investment adviser representative registrations
Gregory Lebbert is registered as an investment adviser representative in California, since December 2020.
- CaliforniaSince 24 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 16 November 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 October 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Gregory Wallace Lebbert
- CRD
- 1386859
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- Modesto, CA
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1986
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Gregory Lebbert work?
Gregory Lebbert is an investment adviser representative registered through Gilbert Greg RIA, LLC since December 2020, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Lebbert a financial advisor?
Yes. Gregory Lebbert has a current investment-adviser registration in California, through Gilbert Greg RIA since December 2020.
How many years of experience does Gregory Lebbert have?
Gregory Lebbert has 40 years in the financial industry, since March 1986, across 4 adviser firms.
What exams has Gregory Lebbert passed?
Gregory Lebbert has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in October 1985. FINRA credited Gregory Lebbert with the SIE, which began in October 2018.
Where did Gregory Lebbert work before Gilbert Greg RIA?
Before Gilbert Greg RIA, Gregory Lebbert was registered through Wells Fargo Advisors, LLC, January 2008 to June 2016; A. G. Edwards & Sons, Inc., July 1997 to January 2008.
Where is Gregory Lebbert based?
Gregory Lebbert’s registered office is in Modesto, CA.
Is Gregory Lebbert registered with FINRA?
Yes. Gregory Lebbert has a current broker registration, under CRD 1386859.
Source: FINRA BrokerCheck
How can I verify Gregory Lebbert’s record?
Search CRD 1386859 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Gregory Lebbert’s full registration record.