George A. Yackey Jr

IBN ADVISORY SERVICES

Anaheim Hills, CA 92807

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CRD#: 4492815

Professional summary

George Allen Yackey Jr, who also goes by George Allen Yackey Jr, George Allen Yackey Jr., Skip Yackey, George Allen Yackey Jr Jr., George Allen Yackey, is a registered financial advisor currently at IBN ADVISORY SERVICES, INC. located in Anaheim Hills, California and IBN FINANCIAL SERVICES, INC. located in Anaheim Hills, California.

George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. George has worked at 10 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George Allen Yackey Jr | George Allen Yackey Jr. | Skip Yackey | George Allen Yackey Jr Jr. | George Allen Yackey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Allen Yackey Jr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 4, 2025 - Present

IBN ADVISORY SERVICES, INC.

Office #1: 6200 E. Canyon Rim Road Suite 207c, Anaheim Hills, CA 92807

RIA

CRD#: 293288

Anaheim Hills, CA

Current

February 4, 2025 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 6200 Canyon Rim Road Suite 207c, Anaheim Hills, CA 92807Office #2: 6200 E. Canyon Rim Road Suite 207c, Anaheim Hills, CA 92807

RIA

CRD#: 42360

Anaheim Hills, CA

Current

November 26, 2024 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 6200 Canyon Rim Road Suite 207c, Anaheim Hills, CA 92807

RIA

CRD#: 42360

Anaheim Hills, CA

Past

December 2, 2024 - February 3, 2025

SUMMIT GLOBAL INVESTMENTS, LLC

RIA

CRD#: 157091

La Habra Heights, CA

Past

January 3, 2023 - March 31, 2023

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

Costa Mesa, CA

Past

December 9, 2022 - March 31, 2023

PARK AVENUE SECURITIES LLC

CRD#: 46173

Costa Mesa, CA

Past

May 21, 2019 - August 21, 2019

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

ANAHEIM, CA

Past

May 21, 2019 - August 21, 2019

SCF SECURITIES, INC.

CRD#: 47275

SAN DIEGO, CA

Past

July 9, 2018 - May 9, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Irvine, CA

Past

July 6, 2018 - May 9, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Irvine, CA

Past

November 15, 2011 - July 17, 2018

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BREA, CA

Past

November 10, 2011 - July 17, 2018

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BREA, CA

Past

June 1, 2009 - November 29, 2011

MORGAN STANLEY

RIA

CRD#: 149777

WHITTIER, CA

Past

June 1, 2009 - November 29, 2011

MORGAN STANLEY

CRD#: 149777

WHITTIER, CA

Past

February 27, 2004 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

WHITTIER, CA

Past

February 27, 2004 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

WHITTIER, CA

Past

April 5, 2002 - March 11, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BREA, CA

Past

March 11, 2002 - March 11, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(12/6/2024)

IAR

California
(2/4/2025)

Washington
(12/19/2024)

IAR

Washington
(2/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/28/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/28/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/4/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 2/3/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/8/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 Approved)

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Contact information

Main Address

404 Old Liverpool Rd., Liverpool, NY 13088

Mailing Address

Po Box 2365, Liverpool, NY 13089

Phone number

(315) 652-4426

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IBN ADV FORM ADV 2A BROCHURE- 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,524
AUM (Assets Under Management)	$ 184,948,056

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

George A. Yackey Jr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Allen Yackey Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

IBN FINANCIAL SERVICES, INC.

IBN FINANCIAL SERVICES, INC.

SUMMIT GLOBAL INVESTMENTS, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

SCF INVESTMENT ADVISORS, INC.

SCF SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

IBN ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2022

Series 63

Date: 12/28/2022

Series 66

Date: 4/4/2002

SIE

Date: 10/1/2018

Series 31

Date: 2/3/2006

Series 7

Date: 3/8/2002

FINRA

Current Firm

IBN ADVISORY SERVICES, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IBN ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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