Franco Iozzo
Investment adviser representative at Rebel Financial, LLC
16 yearsExperience
1 stateRegistered in
$370.5MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Rebel Financial, LLCMay 2024 to now
- North Carolina State UniversityAug 2023 to now
- TD AmeritradeJun 2022 to Jun 2023
- UnemployedMay 2022 to Jun 2022
- Kansas Global Trade ServicesAug 2021 to May 2022
- UnemployedJul 2021 to Aug 2021
- Friends UniversityJan 2020 to Jul 2021
- UnemployedJan 2010 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Rebel Financial, LLC
Legal name: Rebel Financial, LLC.
$370.5MAssets managed
443Clients
7Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7535642
- Firm CRD
- 168263