linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Gilbert Rice

IBN Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Gilbert Rice

Jeffrey Gilbert Rice is a financial professional with over 25 years of experience in the financial services industry. Currently, Jeffrey is a Registered Representative with IBN Financial Services, Inc. Prior to joining IBN Financial Services, Inc., Jeffrey worked for Leigh Baldwin & Co., LLC. and John Hancock Distributors, Inc. Jeffrey specializes in financial planning and portfolio management for individuals. Jeffrey holds the Series 6, Series 63 and SIE licenses. Jeffrey is also registered in Kentucky and New York.

Firm Information

Jeffrey Rice 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

check

other

Selection and monitoring fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Rice’s Registration & Firm History

NY

01/08/2002 - Present

IBN Financial Services, Inc. (LIVERPOOL NY)

NY

11/13/1996 - 12/31/2001

LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)

MA

06/15/1993 - 05/16/1996

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

06/15/1993 - 05/16/1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

Not sure if Jeffrey Gilbert Rice is right for you?

Licenses & Designations

BC

Issued 05/10/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Gilbert Rice.
Not sure if Jeffrey Gilbert Rice is right for you?