Giovanna IzzoCRD Number: 1138528
Current Firm: Corrigan Financial Inc.
Giovanna Izzo (CRD# 1138528) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 34 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
Oppenheimer & Company Inc.
|Corrigan Financial, Inc.||Middletown, RI||Mar 2003 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1982|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Total Assets Under Management603MILLIONS
Total Number of Accounts926ACCOUNTS
Average Account Value$650,879
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, GA, MA, NC, NY, RI, TX, VA