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Todd Howard Glenn

IBN Financial Services, Inc.

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About Todd Howard Glenn

Todd Howard Glenn has been in the financial industry since February 1997. Todd is currently registered with IBN Financial Services, Inc., a firm based in Liverpool, New York. Prior to joining IBN Financial Services, Inc., Todd was registered with LPL FINANCIAL LLC from August 2011 to June 2014. Todd has been active in both the Broker-Dealer and Investment Advisor fields throughout his career.

Firm Information

Todd Glenn 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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Todd Glenn’s Registration & Firm History

NY

07/16/2021 - Present

IBN Financial Services, Inc. (Plainview NY)

NY

08/02/2011 - 06/11/2014

LPL FINANCIAL LLC (PLAINVIEW NY)

NY

10/01/2008 - 08/04/2011

CHASE INVESTMENT SERVICES CORP. (BAYSIDE NY)

NY

05/29/2007 - 10/02/2008

CITIGROUP GLOBAL MARKETS INC. (LONG ISLAND CITY NY)

NY

07/29/1999 - 05/29/2007

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

11/14/1996 - 12/24/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

11/29/1995 - 10/24/1996

STRATTON OAKMONT INC. (LAKE SUCCESS NY)

HI

08/21/1995 - 11/10/1995

WINDSOR REYNOLDS SECURITIES, INC. (HONOLULU HI)

NY

06/01/1995 - 08/03/1995

STRATTON OAKMONT INC. (LAKE SUCCESS NY)

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Licenses & Designations

IA

Issued 06/06/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 05/31/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Howard Glenn.
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