KK
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
55 Enterprise Dr., Windham, NH, 03087
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Kyle officiates NCAA hockey games as an independent contractor, dedicating a few hours per week to this activity. He is also the President of Advantage Wealth Solutions, spending nearly full-time hours on investment-related services.
Employment History
Current Registrations
Ibn Financial Services, INC
November 2023 - Present · 2 yrs 2 mos
Ibn Financial Services, INC.
October 2023 - Present · 2 yrs 3 mos
Ibn Advisory Services, INC.
October 2023 - Present · 2 yrs 3 mos
Ibn Financial Services, INC. Broker
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Trust Advisory Group Ltd
May 2017 - October 2023 · 6 yrs 5 mos
Ages Financial Services, Ltd.Broker
April 2017 - October 2023 · 6 yrs 6 mos
Provasi Capital Partners LPBroker
June 2014 - January 2017 · 2 yrs 7 mos
Ngam Distribution, L.P.Broker
October 2007 - May 2014 · 6 yrs 7 mos
UBS Financial Services INC.
December 2006 - October 2007 · 10 mos
UBS Financial Services INC. Broker
July 2006 - October 2007 · 1 yr 3 mos
State Registrations10 states
CACTFLKYMAMSNHNJVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.