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Loren Walter Wood

IBN Financial Services, Inc.

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About Loren Walter Wood

Loren Wood is a financial advisor with over 35 years of experience in the industry. Loren has a strong background in providing financial planning and investment management services to individuals and businesses. Loren is currently registered with IBN Financial Services, Inc., where they have been employed since 2004. Prior to that, Loren worked with Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation. Loren holds Series 7, 63 and SIE licenses and has been registered in several states. Loren also has a background in tax preparation and operates a sole proprietor tax business called Loren W. Wood.

Firm Information

Loren Wood 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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Loren Wood’s Registration & Firm History

NY

07/16/2021 - Present

IBN Financial Services, Inc. (ELMIRA NY)

AZ

11/19/1989 - 05/13/2004

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

11/21/1986 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BC

Issued 12/08/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Loren Walter Wood.
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