Ibn Financial Services, Inc.

Ibn Financial Services, Inc. (CRD# 42360) is a financial advisory firm headquartered in Liverpool, NY. They manage $55,974,988 in 1,042 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    1,042
    ACCOUNTS
  • Average Account Value
    $53,719
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY, OR

Financial Advisors at Ibn Financial Services, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Patrick J. Delaney
CRD#: 5081733
1910 Towne Centre Blvd, Suite 250, Annapolis, MD 21401
93
Wealthminder
score

Patrick Delaney (CRD# 5081733) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Annapolis, MD and has over 12 years of experience in the finance industry.

2
Theresa L. Ellis
CRD#: 2706431
Louisville, KY
93
Wealthminder
score

Theresa Ellis (CRD# 2706431) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Louisville, KY and has over 21 years of experience in the finance industry.

3
Jacquelyn M. Hayes
CRD#: 2807602
826 Broadway, Raynham, MA 02767
93
Wealthminder
score

Jacquelyn Hayes (CRD# 2807602) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Raynham, MA and has over 21 years of experience in the finance industry.

4
Mark B. Levitch
CRD#: 5966107
8035 Oswego Rd., Liverpool, NY 13090
93
Wealthminder
score

Mark Levitch (CRD# 5966107) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 8 years of experience in the finance industry.

5
Daniel J. Ripley
CRD#: 2136504
Spokane, WA
93
Wealthminder
score

Daniel Ripley (CRD# 2136504) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Spokane, WA and has over 27 years of experience in the finance industry.

6
Richard J. Carlesco
CRD#: 2135988
8035 Oswego Rd., Liverpool, NY 13090
83
Wealthminder
score

Richard Carlesco (CRD# 2135988) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 27 years of experience in the finance industry.

7
Fred R. Kahn
CRD#: 859564
8035 Oswego Rd, Liverpool, NY 13090
83
Wealthminder
score

Fred Kahn (CRD# 859564) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 37 years of experience in the finance industry.

8
Roman P. Martin
CRD#: 3031573
8035 Oswego Rd, Liverpool, NY 13090
83
Wealthminder
score

Roman Martin (CRD# 3031573) 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.

9
Ralph H. Plein
CRD#: 4273724
Portland, OR
83
Wealthminder
score

Ralph Plein (CRD# 4273724) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Portland, OR and has over 17 years of experience in the finance industry.

10
Todd H. Glenn
CRD#: 2554678
8035 Oswego Rd, Liverpool, NY 13090
81
Wealthminder
score

Todd Glenn (CRD# 2554678) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 23 years of experience in the finance industry.

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