IBN FINANCIAL SERVICES, INC
Liverpool, New York
5.0
4 Reviews
IBN Financial Services, Inc, a local investment advisory firm based in Liverpool, NY, offers a comprehensive range of financial services. With a dedicated team of 79 professionals, including 16 experienced investment advisors, they are committed to providing exceptional guidance to their clients. On average, each investment advisor manages approximately $8,680,000 in assets under management.
The firm's compensation structure is diverse, accommodating various client preferences. They offer fee structures based on a percentage of assets under management, as well as hourly charges. Their expertise lies in managing assets from employ...
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Assets Under Mgmt
$138.84M
Investment Professionals
16
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Found to have been involved in a violation of self-regulatory organizations rules
Articles
Articles
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