Ibn Advisory Services, Inc
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About this Advisor
Robert Star is a financial advisor based in Bluffton, South Carolina with 3 years of industry experience. Star is an advisor for Ibn Advisory Services, Inc. Star has gained experience at Edi Financial, Inc, Live Oak Capital Group, LLC, Starvangrouw, LLC and Source Capital Group, Inc. Star has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Alabama, North Carolina and South Carolina. Ibn Advisory Services, Inc is an advisory firm operating out of Liverpool, NY. It manages $155 million in assets under management between its 1,742 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 1,742 client accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Ibn Advisory Services, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely depend on the financial services provided. However, fee types charged by Ibn Advisory Services, Inc can be comprised of some combination of asset-based and hourly fees.
Certifications and Registrations
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Ibn Advisory Services, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Robert Star Work History
Robert has been registered as a financial advisor for 3 years.*
Live Oak Capital Group, LLC
Source Capital Group, Inc
Edi Financial, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Robert Star to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ibn Advisory Services, Inc
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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