Advisor at IBN Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
IBN Advisory Services, Inc.
Location
Fair Haven, VT 05743
Credentials
Series 63, Series 66
Industry experience
39 years
Fixed financial planning fees range from $0 to $15,000 depending on the engagement.
0.50% to 2.00% per annum, negotiable based on account size and complexity
Financial planning hourly charges range between $125 and $350 per hour.
Account minimum: No specified minimum account size; some third-party managers may require minimums which vary by strategy; minimums can be waived at firm's discretion Fee-only: Asset management fees generally range from 0.50% to 2.00% per annum; fees are negotiable and can be higher or lower depending on account and complexity.
IBN Financial Services, Inc.
2024 - Present (2 years)
Advisory Group Equity Services Ltd
2008 - Present (18 years)
American National Insurance
2001 - Present (25 years)
Farm Family Insurance
1997 - Present (29 years)
The Guardian Life Insurance Co of America
1987 - Present (39 years)
Pyle Agency
1982 - Present (44 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Fair Haven, VT
Edward Jones
CFP®, Series 63, Series 65
Hague, NY
Parlin Advisors LLC
Series 65
Silver Bay, NY
Washington Peak Investment Advisors LLC
Series 63, Series 66
Center Rutland, VT
Empower Advisory Group
Series 63, Series 65
Hampton, NY
UBS Financial Services
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