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George Yackey

Ibn Financial Services, INC
19 Years of Experience
Anaheim Hills, CA
2 DisclosuresBroker
View SEC Summary
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George Yackey is a registered investment advisor at Ibn Financial Services, INC, based in Anaheim Hills, CA, with 19 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 519 clients with $88M in assets under management.

Ibn Financial Services, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
519 clients
Average Client Portfolio
$169K average
Assets Under Management
$87.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.50% to 2.00% per year depending on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6200 Canyon Rim Road, Suite 207C, Anaheim Hills, CA, 92807

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History

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
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ibn Financial Services, INC
February 2025 - Present · 1 yr 8 mos
Ibn Advisory Services, INC.
February 2025 - Present · 1 yr 8 mos
Ibn Financial Services, INC.Broker
November 2024 - Present · 1 yr 11 mos
Ibn Financial Services, INC.
November 2024 - Present · 1 yr 11 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 LLCBroker
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 BarneyBroker
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 Registrations3 states
CAMDWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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