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 and registered investment adviser that serves individuals, families and some institutional clients. The firm, formed in 2017 and owned by an individual, combines broker-dealer and insurance brokerage capabilities with advisory services that include financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. It identifies itself as a capital allocator and uses a mix of fee arrangements (percentage of AUM, hourly charges and other fees) alongside brokerage and insurance sales. The firm does not position itself 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 4
Gregory Bodkin
Chief Compliance OfficerCRD 3008389
Christopher Avery
COOCRD 4706653
Richard Carlesco
Chief Executive OfficerCRD 2135988
Contacts
3 of 51Robert 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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