CA
CA

Christopher Ryan Avery

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

404 Old Liverpool Rd, Liverpool, NY, 13088

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher owns CM Property Group, a construction business, and works as an insurance agent selling Medicare plans, dedicating a few hours per week to each. He also works as an Investment Advisor for CIRA, taking about half of his time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2025 - Present · 10 mos
Cambridge Investment Research, INC.Broker
April 2025 - Present · 10 mos
Ibn Financial Services, INC
July 2021 - Present · 4 yrs 7 mos
Ibn Financial Services, INC.Broker
June 2008 - Present · 17 yrs 8 mos
Previous Registrations
M&t Securities, INC.Broker
August 2005 - October 2006 · 1 yr 2 mos
Pruco Securities, LLC.Broker
October 2003 - April 2004 · 6 mos
State Registrations7 states
CAMANJNMNYPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Ryan Avery - Financial Advisor | TrueAdvisor