DM

Dean James Macris

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
27 advisors
Number of Clients
768 clients
Average Client Portfolio
$235K average
Assets Under Management
$180.5M

Fee Structure

Information about fees is not provided in this brochure supplement. Richard J. Carlesco Jr. receives only a salary from IBN Financial Services, Inc.

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Advisor Information

Office location

404 Old Liverpool Rd, Liverpool, NY, 13088

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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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Employment History
Current Registrations
Ibn Financial Services, INC
July 2023 - Present · 2 yrs 6 mos
Ibn Financial Services, INC.
July 2016 - Present · 9 yrs 6 mos
Ibn Financial Services, INC. Broker
July 2016 - Present · 9 yrs 6 mos
Previous Registrations
Vsr Financial Services, INC.Broker
August 2015 - July 2016 · 11 mos
Vsr Advisory Services
August 2015 - July 2016 · 11 mos
Ridgeway Conger Advisory Services
January 2015 - September 2015 · 8 mos
Ridgeway Conger Advisory Services
December 2013 - December 2014 · 1 yr
Ridgeway & Conger, INC.Broker
May 2012 - September 2015 · 3 yrs 4 mos
Royal Alliance Associates, INC. Broker
September 1997 - May 2012 · 14 yrs 8 mos
Guardian Investor Services CorporationBroker
September 1996 - September 1997 · 1 yr
Pruco Securities Corporation Broker
September 1994 - January 1996 · 1 yr 4 mos
State Registrations3 states
NCNYSD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.