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Christopher Ryan Avery

Investment Adviser Representative at IBN Financial Services, Inc

Liverpool, NYCRD #4706653Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christopher Ryan Avery is an investment adviser representative with IBN Financial Services, Inc in Liverpool, NY, where they have been registered since 2021. They have worked in the securities industry since 2006 and were previously registered with Cambridge Investment Research Advisors, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 4 (registered options principal). They are registered to provide investment advice in New York.

Office

404 Old Liverpool Rd
Liverpool, NY 13088

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York
Broker:
6 states and territories

Massachusetts, New Jersey, New Mexico, New York, Texas, Vermont

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/20/2003
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/8/2003
Series 4
Registered Options Principal Examination
Passed 6/13/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

IBN Financial Services, IncCurrent
7/19/2021 – Liverpool, NY
Cambridge Investment Research Advisors, Inc.
4/29/2025 – 5/6/2026Liverpool, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. IBN Financial Services, Inc.
    Jun 2008 – no end date reportedLiverpool, NY
  2. Cambridge Investment Research, Inc.
    Apr 2025 – no end date reportedFairfield, IA
  3. Cambridge Investment Research Advisors, Inc.
    Apr 2025 – no end date reportedFairfield, IA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About IBN Financial Services, Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning, business succession planning, retirement planning, investment management, estate planning, tax planning, and risk management.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers
Firm areas of expertise
Financial PlanningRetirement PlanningInvestment ManagementEstate PlanningBusiness Succession PlanningTax PlanningRisk Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

Under $100M

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
22
Offices listed on AdvisorFinder:
1
Main office:
Liverpool, NY
SEC file number:
801-111848

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 27, 2026

View full firm profile

Other advisors at IBN Financial Services, Inc

Showing 12 of 22 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Ryan Avery has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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