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F Libardoni

Ibn Advisory Services, INC.
46 Years of Experience
Salem, MA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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F Libardoni is a registered investment advisor at Ibn Advisory Services, INC., based in Salem, MA, with 46 years of industry experience. F is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 197 clients with $70M in assets under management.

Ibn Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
197 clients
Average Client Portfolio
$354K average
Assets Under Management
$69.8M

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 vary from 0.50% to 2.00% per year based on account size and complexity. Fees above 2.00% require compliance approval.

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

Location

70 Washington Street, Suite 103, Salem, MA, 01970

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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.
Customer Dispute
December 2017
Closed-No Action
Customer Dispute
November 2017
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

F is an agent selling life, disability, and annuity insurance products since 1978, dedicating a full-time equivalent to this activity. F also provides income tax preparation and planning services through Libardoni Financial since 1998, spending a few hours per week on this.

Employment History
Current Registrations
Ibn Advisory Services, INC.
January 2023 - Present · 3 yrs 9 mos
Ibn Financial Services, INC
October 2018 - Present · 8 yrs
Ibn Financial Services, INC.Broker
October 2018 - Present · 8 yrs
Previous Registrations
Cetera Advisors LLC
October 2016 - October 2018 · 2 yrs
Cetera Advisors LLCBroker
October 2016 - October 2018 · 2 yrs
Investors Capital Advisory
January 2007 - October 2016 · 9 yrs 9 mos
Investors Capital CORP.Broker
May 2006 - October 2016 · 10 yrs 5 mos
Prime Capital Services, INC.Broker
February 1999 - June 2006 · 7 yrs 4 mos
Sunamerica Securities, INC.Broker
December 1995 - February 1999 · 3 yrs 2 mos
Sun Investment Services CompanyBroker
December 1990 - November 1995 · 4 yrs 11 mos
Linsco/private Ledger CORP.Broker
December 1989 - December 1990 · 1 yr
Linsco Financial Group, INC.Broker
February 1989 - December 1989 · 10 mos
Manequity, INC.Broker
February 1986 - December 1989 · 3 yrs 10 mos
Sun Investment Services CompanyBroker
March 1980 - February 1986 · 5 yrs 11 mos
State Registrations9 states
AZFLMAMENCNHPARIVT
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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