Roy IzzoCRD Number: 1039426
Current Firm: Lincoln Investment
Roy Izzo (CRD# 1039426) is an Investment Advisor Representative working at Lincoln Investment in Columbus, OH and has 1 year of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Lincoln Investment||Columbus, OH||Jan 2017 - Current||1|
|Legend Equities Corporation||Palm Beach Gardens, FL||Oct 2010 - Current||7|
|Valic Investment Services Company||Independence, OH||Jun 1999 - Oct 2010||11|
|Valic||Independence, OH||Oct 1984 - Oct 2010||26|
|Variable Annuity Marketig Co||Euclid, OH||Sep 1984 - Oct 2010||26|
|The Variable Annuity Marketing Company||Willoughby Hills, OH||Sep 1984 - Oct 2010||26|
Total Assets Under Management6,294MILLIONS
Total Number of Accounts109,798ACCOUNTS
Average Account Value$57,320
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV