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Scott Allen Curtis

IBN Financial Services, Inc.

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About Scott Allen Curtis

Scott Allen Curtis has been in the financial services industry since 2007 and is currently registered with IBN Financial Services, Inc. in New York. Prior to joining IBN Financial Services, Inc., Scott worked with LPL FINANCIAL LLC, NFP SECURITIES, INC. and SIGNATOR INVESTORS, INC. Scott has Series 6, 63, 65 and SIE licenses. Scott is a licensed insurance agent and provides financial planning and portfolio management services to individuals and businesses. Scott also has experience in health insurance sales and property/casualty sales.

Firm Information

Scott Curtis 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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Scott Curtis’s Registration & Firm History

NY

07/19/2021 - Present

IBN Financial Services, Inc. (Cooperstown NY)

NY

11/17/2010 - 10/25/2013

LPL FINANCIAL LLC (COOPERSTOWN NY)

NY

09/02/2008 - 11/17/2010

NFP SECURITIES, INC. (COOPERSTOWN NY)

NY

02/28/2007 - 09/05/2008

SIGNATOR INVESTORS, INC. (FLY CREEK NY)

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Licenses & Designations

IA

Issued 02/21/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Allen Curtis.
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