Christopher Avery (CRD# 4706653) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 20 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ibn Financial Services, Inc. | Liverpool, NY | Jun 2008 - Current | 15 |
| Allcare Dental | Cicero, NY | Oct 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- NY
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts830ACCOUNTS
-
Average Account Value$196,459
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, ID, KS, KY, LA, MA, MD, NE, NJ, NY, OR, PA, RI, TN, TX, VA, WA
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