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Christopher Ryan Avery

IBN FINANCIAL SERVICES, INC.·LIVERPOOL, New York
SIE, Series 4, Series 7, Series 66, Series 99TOClean record5 years registeredIBN FINANCIAL SERVICES, INC.
404 OLD LIVERPOOL RD, LIVERPOOL, NY 13088CRD# 4706653Firm CRD# 42360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Ryan Avery · LIVERPOOL, NY
Registration
CRD #4706653 · IBN FINANCIAL SERVICES, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

IBN FINANCIAL SERVICES, INC
Jul 2021 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Apr 2025 – May 2026
Liverpool, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 66
Series 99TO
Registration record
First registered · July 19, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IBN FINANCIAL SERVICES, INC.
CRD 42360 · SEC 801-111848
AUM
$163M
Regulatory assets under management
Employees
79
830 client accounts
Services offered by IBN FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at IBN FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Christopher Ryan Avery offer?
Christopher Ryan Avery specializes in Financial Planning, Investment Management. Contact their office in LIVERPOOL, New York for a consultation.
What are Christopher Ryan Avery's credentials?
Christopher Ryan Avery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Ryan Avery located?
Christopher Ryan Avery is based in LIVERPOOL, New York, working with IBN FINANCIAL SERVICES, INC.. Their office serves clients in the LIVERPOOL metropolitan area and surrounding communities.
How does Christopher Ryan Avery charge for services?
Christopher Ryan Avery's firm is compensated through percentage of aum, hourly charges, other: selection and monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IBN FINANCIAL SERVICES, INC.?
IBN FINANCIAL SERVICES, INC. has approximately 79 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IBN FINANCIAL SERVICES, INC.

Richard James Jr Carlesco
LIVERPOOL, NY
Timothy Edward Evans
LIVERPOOL, NY

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