IBN FINANCIAL SERVICES, INC
Firm details
- Headquarters
- LIVERPOOL, New York
- CRD number
- 42360
- Registered since
- October 12, 2017
- Website
- www.ibrokernet.com
- Custodians
- AXOS CLEARING LLC, TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals65%
- HNWI20%
- Pension & Profit Sharing Plans7%
- Corporations / Businesses5%
- Charitable Organizations3%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
IBN Financial Services, Inc. operates as an independent broker-dealer with insurance brokerage capabilities and provides advisory services including financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm markets to both individual and family clients as well as institutional accounts, and presents itself as a capital allocator that places client capital into third-party investment managers and vehicles. Its fee mix includes percentage-of-AUM billing along with hourly charges and other fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
3 of 3GREGORY BODKIN
Chief Compliance OfficerCRD 3008389
CHRISTOPHER AVERY
COOCRD 4706653
RICHARD CARLESCO
Chief Executive OfficerCRD 2135988
Contacts
3 of 48Robert DAgosta
Wealth AdvisorCRD 1903105
BART KAPLOW
Financial AdvisorCRD 264208
STEVE PABON
Registered RepresentativeCRD 5406258
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LIVERPOOL, NY
ONONDAGA
Location
LIVERPOOL, NY
Headquartered in LIVERPOOL, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- ONONDAGA
- Address
- 404 Old Liverpool Rd
- Time zone
- ET (UTC-5)
- Office locations
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