Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
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)
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
Active
Inactive
F
FINRA
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