George Allen Yackey jr
Investment adviser representative at Ibn Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
$69.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Ibn Advisory Services, Inc.Feb 2025 to now
- Ibn Financial Services Inc.Nov 2024 to now
- Guardian Life Insurance CompanyOct 2022 to now
- Summit Global InvestmentsMar 2024 to Feb 2025
- Park Avenue SecuritiesNov 2022 to Mar 2023
- UnemployedSep 2019 to Oct 2022
- Scf Investment Advisors Inc.May 2019 to Aug 2019
- Scf Securities Inc.May 2019 to Aug 2019
- Ameriprise Financial Services IncJul 2018 to May 2019
- UBS Financial Services Inc.Nov 2011 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ibn Advisory Services, Inc.
$69.8MAssets managed
197Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4492815
- Firm CRD
- 293288