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Gregory Burton Gilbert

Other Names: Gregory B Gilbert
Firm:
Infinity Financial Services
Additional Firm:
Infinity Financial Services
Partner
Type: Dual Registration
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Description

Gregory Gilbert a financial professional at Infinity Financial Services, a broker-dealer with 8 registered representatives nationwide. Gregory has held an industry securities registration for 14 years and is subject to SEC and FINRA oversight.

BrightScope Advisor Metrics

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Answers and Guides

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0 Answers and 0 Financial Guides

Top Answers

Gregory Burton Gilbert has not answered any questions on Financial Q&A.

Top Guides

Gregory Burton Gilbert has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Firm Client Types

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ownership pie chart
Individuals
High Net Worth Individuals
Pension and Profit Sharing Plans
Corporations or Other Businesses

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Infinity Securities, Inc. Dba Infinity Financial Services 6 years May 2007 - Present
Infinity Financial Services 6 years, 11 months Jul 2006 - Present
Infinity Financial Services 8 years, 5 months Dec 2004 - Present
LPL Financial LLC 8 years, 8 months Sep 2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 6 years, 1 month Aug 1998 - Sep 2004
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 02/25/2012, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
FINRA
License Status
Registered
Registered
Disclosures

2 Customer Disputes

2 Customer Disputes
As of Date
02/25/2012
10/09/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
Registered Options Principal Examination Series 4 08/28/2007
Municipal Securities Principal Examination Series 53 01/09/2007
General Securities Principal Examination Series 24 11/29/2004
National Commodity Futures Examination Series 3 11/01/2002
Uniform Combined State Law Examination Series 66 03/05/1999
General Securities Representative Examination Series 7 11/20/1998

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees