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Christopher Ryan Avery

IBN Financial Services, Inc.

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About Christopher Ryan Avery

Christopher Avery is a Registered Representative with IBN Financial Services, Inc. based in Liverpool, NY. Christopher has been in the industry since October 19, 2006. Christopher holds Series 4, 7, 99TO and SIE licenses. The advisor has been registered with the state of New York since June 30, 2008. The advisor is also registered in Texas, Pennsylvania, and New Jersey. In addition, Christopher is an Investment Advisor Representative registered with the state of New York since July 19, 2021.

Firm Information

Christopher Avery is currently registered with IBN Financial Services, Inc.. IBN Financial Services, Inc. is a Corporation formed in 1995 and headquartered in Liverpool, NY. They are a registered investment advisor with the SEC and in 49 states. IBN Financial Services, Inc. provides financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $163 million in assets for 830 clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
IBN Financial Services, Inc.

404 OLD LIVERPOOL RD

LIVERPOOL, NY 13088

$163.06M

Assets Under Management

Not reported

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection and monitoring fees

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Christopher Avery’s Registration & Firm History

NY

07/19/2021 - Present

IBN Financial Services, Inc. (LIVERPOOL NY)

NY

08/17/2005 - 10/06/2006

M&T SECURITIES, INC. (NORTH SYRACUSE NY)

NJ

10/09/2003 - 04/29/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 10/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/13/2013

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher Ryan Avery. Review regulatory record here.
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