Ibn Financial Services, Inc.
Ibn Financial Services, Inc. (CRD# 42360) is a financial advisory firm headquartered in Liverpool, NY. They manage $163,061,036 in 830 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management163MILLION
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Total Number of Accounts830ACCOUNTS
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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
Norman Caffrey (CRD# 1217905) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 35 years of experience in the finance industry.
Andrew Camarda (CRD# 6070173) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Amityville, NY and has over 2 years of experience in the finance industry.
Scott Curtis (CRD# 5293335) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Cooperstown, NY and has over 16 years of experience in the finance industry.
Jeffrey Dunseath (CRD# 5882033) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Manlius, NY and has over 13 years of experience in the finance industry.
Nancy Libardoni (CRD# 854416) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 4 years of experience in the finance industry.
Susan Lohmiller (CRD# 4280888) 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.
John Mahshie (CRD# 5824305) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 13 years of experience in the finance industry.
Howard Modell (CRD# 2407367) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 30 years of experience in the finance industry.
Robert Moskwa (CRD# 5325293) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Syracuse, NY and has over 16 years of experience in the finance industry.
Angelo Piccone (CRD# 1401761) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 38 years of experience in the finance industry.