Lisa Claycomb has been an investment adviser representative at Gilbert Greg RIA since April 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.
Lisa Claycomb’s longest registration is the current one, 6 years at Gilbert Greg RIA since 2020. Before joining Gilbert Greg RIA in 2020, Lisa Claycomb was registered through Infinity Financial Services.
- – present · 6 yearsRamona, CA · Adviser representative · Firm CRD 304981
- Infinity Financial Services– · 6 yearsOakland, CA · Adviser representative · Firm CRD 144302
Investment adviser representative registrations
Lisa Claycomb is registered as an investment adviser representative in 2 states. The first approvals date from April 2020; the most recent is Florida, in May 2020.
- CaliforniaSince 18 April 2020
- FloridaSince 29 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 October 2014 |
| Series 7 | General Securities Representative Examination | 3 September 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lisa Gabel Claycomb
- CRD
- 6354652
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- Ramona, CA
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Lisa Claycomb work?
Lisa Claycomb is an investment adviser representative registered through Gilbert Greg RIA, LLC since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is Lisa Claycomb a financial advisor?
Yes. Lisa Claycomb has a current investment-adviser registration in California and Florida, through Gilbert Greg RIA since April 2020.
How many years of experience does Lisa Claycomb have?
Lisa Claycomb has 12 years in the financial industry, since September 2014, across 2 adviser firms.
What exams has Lisa Claycomb passed?
Lisa Claycomb has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2014. FINRA credited Lisa Claycomb with the SIE, which began in October 2018.
Where is Lisa Claycomb based?
Lisa Claycomb’s registered office is in Ramona, CA.
Is Lisa Claycomb registered with FINRA?
Yes. Lisa Claycomb has a current broker registration, under CRD 6354652.
Source: FINRA BrokerCheck
How can I verify Lisa Claycomb’s record?
Search CRD 6354652 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Lisa Claycomb’s full registration record.