Franco Iozzo

Rebel Financial, LLC

2 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Rebel Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

429 clients

Average Client Portfolio

$732K average

Assets Under Management

$314.0M

Fee Structure

Minimum Investment:None

Location

5940 Clyde Moore Dr, Suite C, Groveport, OH, 43125

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History

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.

Employment History

Current Registrations

Rebel Financial, LLC

August 2024 - Present · 1 yr 6 mos

Previous Registrations

TD Ameritrade, INC.Broker

October 2022 - June 2023 · 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.