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Robert Lawrence Tackabury

IBN Financial Services, Inc.

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About Robert Lawrence Tackabury

Robert L. Tackabury is a registered representative with IBN Financial Services, Inc. and has been in the industry since August 1994. Robert has experience providing investment advice to a wide range of clients including high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities. Robert offers financial planning and portfolio management services for both individuals and businesses. Robert also holds the Series 7, Series 6, and SIE licenses.

Firm Information

Robert Tackabury 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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Robert Tackabury’s Registration & Firm History

NY

07/16/2021 - Present

IBN Financial Services, Inc. (LIVERPOOL NY)

AZ

11/16/1998 - 05/13/2004

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

CA

10/23/1997 - 11/16/1998

UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)

FL

02/26/1997 - 10/31/1997

CRISPIN KOEHLER SECURITIES (TAMPA FL)

GA

06/06/1996 - 02/26/1997

FSC SECURITIES CORPORATION (ATLANTA GA)

TX

03/27/1996 - 06/04/1996

BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)

NY

11/30/1994 - 03/14/1996

M. ROBERT BURTON ASSOC., INC. (SYRACUSE NY)

GA

08/03/1994 - 11/30/1994

PFS INVESTMENTS INC. (DULUTH GA)

NY

06/06/1994 - 06/24/1994

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

06/06/1994 - 06/24/1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/03/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2003

Series 7 - General Securities Representative Examination

BC

Issued 06/03/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Lawrence Tackabury.
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