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GJ
GJ
George Allen Yackey JR
Ibn Advisory Services, INC.
18 Years of Experience
2 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & Coaching
Retirement Planning
Investment Management
Ibn Advisory Services, INC.
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,524 clients
Average Client Portfolio
$121K average
Assets Under Management
$184.9M
Fee Structure
Investment Management
Planning
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Location
404 Old Liverpool Rd, Liverpool, NY, 13088
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History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Judgment / Lien
August 2022
Judgment / Lien
September 2017
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How to Read Disclosures
Employment History
Current Registrations
Ibn Financial Services, INC
February 2025 - Present · 1 yr
Ibn Advisory Services, INC.
February 2025 - Present · 1 yr
Ibn Financial Services, INC.
Broker
November 2024 - Present · 1 yr 3 mos
Ibn Financial Services, INC.
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Summit Global Investments, LLC
December 2024 - February 2025 · 2 mos
Park Avenue Securities LLC
January 2023 - March 2023 · 2 mos
Park Avenue Securities LLC
Broker
December 2022 - March 2023 · 3 mos
Scf Investment Advisors, INC.
May 2019 - August 2019 · 3 mos
Scf Securities, INC.
Broker
May 2019 - August 2019 · 3 mos
Ameriprise Financial Services, INC.
July 2018 - May 2019 · 10 mos
Ameriprise Financial Services, INC.
Broker
July 2018 - May 2019 · 10 mos
UBS Financial Services INC.
November 2011 - July 2018 · 6 yrs 8 mos
UBS Financial Services INC.
Broker
November 2011 - July 2018 · 6 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2011 · 2 yrs 5 mos
Morgan Stanley Smith Barney
Broker
June 2009 - November 2011 · 2 yrs 5 mos
Citigroup Global Markets INC.
February 2004 - June 2009 · 5 yrs 4 mos
Citigroup Global Markets INC.
Broker
February 2004 - June 2009 · 5 yrs 4 mos
UBS Financial Services INC.
April 2002 - March 2004 · 1 yr 11 mos
UBS Financial Services INC.
Broker
March 2002 - March 2004 · 2 yrs
State Registrations
2 states
CA
WA
Advisor
Broker
Both
Exams
No exam information available for this advisor.