Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
3845 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningDivorce PlanningSpecial Needs PlanningInvestment Management
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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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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, INC.Broker
April 2025 - Present · 9 mos
Ibn Financial Services, INC
July 2021 - Present · 4 yrs 6 mos
Ibn Financial Services, INC. Broker
June 2008 - Present · 17 yrs 7 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.