Paul Izzo is a registered investment advisor, based in Katy, TX, with 22 years of industry experience.
Location
Katy, TX
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Russell Investments
July 2009 - Present · 16 yrs 10 mos
Russell Investments Financial Services, LLCBroker
July 2009 - Present · 16 yrs 10 mos
Russell Investments Financial Services, LLC
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Russell Investments Implementation Services, LLCBroker
September 2019 - April 2024 · 4 yrs 7 mos
Amerivest Investment Management, LLC
June 2009 - July 2009 · 1 mo
TD Ameritrade, INC.
June 2009 - July 2009 · 1 mo
TD Ameritrade, INC.Broker
May 2009 - July 2009 · 2 mos
AXA Distributors, LLCBroker
March 2004 - May 2009 · 5 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2004 - February 2004 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2003 - February 2004 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.