GJ

George Allen Yackey JR

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
1,524 clients
Average Client Portfolio
$121K average
Assets Under Management
$184.9M

Fee Structure

Financial Plan Fee:$0 - $15,000
Hourly Rate:$125 - $350/hr

Financial planning fees can be hourly ($125-$350/hour) or fixed (between $0 and $15,000), depending on the complexity of the plan and are negotiable. Asset management fees generally range from 0.50% to 2.00% per year, based on the account size and complexity. Any fee above 2% must be approved by compliance. Fees are negotiable.

Areas of Practice
Retirement PlanningTax Planning
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Advisor Information

Office location

404 Old Liverpool Rd, Liverpool, NY, 13088

Get directions
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.
Judgment / Lien
August 2022
Judgment / Lien
September 2017
Employment History
Current Registrations
Ibn Financial Services, INC
February 2025 - Present · 11 mos
Ibn Advisory Services, INC.
February 2025 - Present · 11 mos
Ibn Financial Services, INC. Broker
November 2024 - Present · 1 yr 2 mos
Ibn Financial Services, INC.
November 2024 - Present · 1 yr 2 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 Registrations2 states
CAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.