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).

Current Firm Details
404 Old Liverpool Rd, Liverpool, NY 13088
http://www.ibrokernet.com
By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    830
    ACCOUNTS
  • Average Account Value
    $196,459
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
The map below shows states where this firm has explicit registration only.

CT, FL, ID, KS, KY, LA, MA, MD, NE, NJ, NY, OR, PA, RI, TN, TX, VA, WA

Financial Advisors at Ibn Financial Services, Inc.
Showing 31 - 36 of 36 top financial advisors.
31
Elliot Schrag, financial advisor New York NY
Elliot Schrag
CRD#: 5351507
40 Wall St, 28th Floor, New York, NY 10005

Elliot Schrag (CRD# 5351507) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in New York, NY and has over 15 years of experience in the finance industry.

32
Richard Stevens, financial advisor Valley Cottage NY
Richard L. Stevens
CRD#: 852090
Valley Cottage, NY

Richard Stevens (CRD# 852090) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Valley Cottage, NY and has over 39 years of experience in the finance industry.

33
Robert Tackabury, financial advisor Liverpool NY
Robert L. Tackabury
CRD#: 2489878
404 Old Liverpool Rd, Liverpool, NY 13088

Robert Tackabury (CRD# 2489878) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 29 years of experience in the finance industry.

34
James Wells, financial advisor Rochester NY
James R. Wells
CRD#: 1653557
301 Inglewood Dr, Rochester, NY 14619

James Wells (CRD# 1653557) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Rochester, NY and has over 36 years of experience in the finance industry.

35
Loren Wood, financial advisor Elmira NY
Loren W. Wood
CRD#: 1524675
Elmira, NY

Loren Wood (CRD# 1524675) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Elmira, NY and has over 37 years of experience in the finance industry.

36
Steven Yazell, financial advisor Liverpool NY
Steven G. Yazell
CRD#: 2353341
404 Old Liverpool Rd, Liverpool, NY 13088

Steven Yazell (CRD# 2353341) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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