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 35 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Corrigan Financial, Inc.||Middletown, RI||Mar 2003 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1982|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Total Assets Under Management662MILLIONS
Total Number of Accounts986ACCOUNTS
Average Account Value$671,400
- 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, ME, NC, NY, PA, RI, SC, TX, VA