Robert Tackabury
Robert Tackabury is a registered investment advisor at Ibn Financial Services, INC, based in Liverpool, NY, with 31 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 768 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IBN Financial Services charges a percentage of the value of your investments each year. This fee generally ranges from 0.50% to 2.00%. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees above 2% require compliance approval. There may be additional fees charged by the custodian or separate account managers.
Location
404 Old Liverpool Rd, Liverpool, NY, 13088
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert provides tax preparation, bookkeeping, and CPA services through Robert L. Tackabury, CPA, PLLC. He also sells insurance, including long-term care insurance.
Employment History
Current Registrations
Ibn Financial Services, INC
Ibn Financial Services, INC.Broker
Previous Registrations
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Crispin Koehler SecuritiesBroker
Fsc Securities CorporationBroker
Brokers Transaction Services, INC.Broker
M. Robert Burton Assoc., INC.Broker
PFS Investments INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.