Gregory Burton Gilbert
Investment adviser representative at Infinity Financial Services Advisory
20 yearsExperience
1 stateRegistered in
$174MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Infinity Financial Services AdvisoryDec 2019 to now
- Infinity Securities, Inc. dba Infinity Financial ServicesMay 2007 to now
- Infinity Financial ServicesJul 2006 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Infinity Financial Services Advisory
Legal name: Gilbert Greg Ria, LLC
$174MAssets managed
657Clients
37Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3119457
- Firm CRD
- 304981