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F W. Libardoni

IBN FINANCIAL SERVICES
Salem, MA 01970
Some features on this profile are disabled
CRD#: 706551
FL

Professional summary


F William Libardoni JR, who also goes by Bill Libardoni Jr, Frank William Libardoni Jr, Frank William Libardoni, is a registered financial advisor currently at IBN FINANCIAL SERVICES, INC. located in Salem, Massachusetts and IBN ADVISORY SERVICES, INC. located in Salem, Massachusetts.

F is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. F has worked at 10 firms and has passed the Series 65, Series 63, Series 22TO, Series 6TO, SIE and Series 1 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bill Libardoni Jr | Frank William Libardoni Jr | Frank William Libardoni

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 F William Libardoni 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

October 19, 2018 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 70 Washington Street Suite 103, Salem, MA 01970
RIA
BD
CRD#: 42360
Salem, MA
Current

January 9, 2023 - Present

IBN ADVISORY SERVICES, INC.

Office #1: 70 Washington Street Suite 103, Salem, MA 01970
RIA
CRD#: 293288
Salem, MA
Current

October 17, 2018 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 70 Washington Street Suite 103, Salem, MA 01970
RIA
BD
CRD#: 42360
Salem, MA
Past

October 3, 2016 - October 15, 2018

CETERA ADVISORS LLC

RIA
CRD#: 10299
SALEM, MA
Past

October 3, 2016 - October 15, 2018

CETERA ADVISORS LLC

BD
CRD#: 10299
SALEM, MA
Past

January 9, 2007 - October 3, 2016

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
SALEM, MA
Past

May 19, 2006 - October 3, 2016

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
SALEM, MA
Past

February 17, 1999 - June 9, 2006

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
SALEM, MA
Past

December 7, 1995 - February 9, 1999

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

December 21, 1990 - November 27, 1995

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

December 16, 1989 - December 24, 1990

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

February 1, 1989 - December 16, 1989

LINSCO FINANCIAL GROUP, INC.

BD
CRD#: 524
Past

February 19, 1986 - December 16, 1989

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

March 28, 1980 - February 28, 1986

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496

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".
IA
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.
RR
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

RR
Arizona
(5/22/2025)
IAR
Florida
(10/19/2018)
IAR
Maine
(1/9/2023)
RR
Massachusetts
(10/19/2022)
IAR
Massachusetts
(10/19/2022)
RR
New Hampshire
(10/7/2024)
RR
North Carolina
(6/25/2025)
RR
Pennsylvania
(7/31/2019)
IAR
Rhode Island
(11/12/2021)
RR
Rhode Island
(1/9/2023)
RR
Vermont
(10/21/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/13/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/22/1980
Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm


IA
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
7

SEC notice filing (18 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,524
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.

Company Information


IBN ADVISORY SERVICES, INC.

CRD#: 293288Salem, MA 01970

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