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Detailed Report
ROY STANLEY IZZO
CRD#: 1039426
IA
Investment Adviser
B
Broker
LINCOLN INVESTMENTCRD#: 519 2929 KENNY ROAD
SUITE 215
COLUMBUS, OH 43221
Registration History
1985199019952000200520102015202020252 FIRMS2017 - Present (7 years)BLEGEND EQUITIES CORPORATION (CRD# 30999)2010 - 2017 (6 years)BVALIC FINANCIAL ADVISORS, INC. (CRD# 42803)1999 - 2010 (11 years)BTHE VARIABLE ANNUITY MARKETING... (CRD# 5081)1984 - 2001 (17 years)BSECURITY FIRST FINANCIAL, INC. (CRD# 6695)1982 - 1984 (2 years)IALEGEND ADVISORY, LLC (CRD# 104761)2011 - 2019 (8 years)IAVALIC FINANCIAL ADVISORS, INC. (CRD# 42803)2001 - 2010 (9 years)
License(s)

State Registrations

B
Florida 1/3/2017
IA
Ohio 6/6/2017
B
Ohio 1/3/2017

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LINCOLN INVESTMENT (CRD#:519)
2929 KENNY ROAD SUITE 215, COLUMBUS, OH 43221
Registered with this firm since 6/6/2017
B
LINCOLN INVESTMENT (CRD#:519)
2929 KENNY ROAD SUITE 215, COLUMBUS, OH 43221
Registered with this firm since 1/3/2017
Previous Registration(s)
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IA
 04/12/2011 - 10/04/2019 LEGEND ADVISORY, LLC (CRD#:104761) COLUMBUS, OH
B
 10/18/2010 - 01/03/2017 LEGEND EQUITIES CORPORATION (CRD#:30999) COLUMBUS, OH
IA
 06/07/2001 - 11/03/2010 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) COLUMBUS, OH
B
 07/09/1999 - 11/03/2010 VALIC FINANCIAL ADVISORS, INC. (CRD#:42803) COLUMBUS, OH
B
 10/08/1984 - 12/31/2001 THE VARIABLE ANNUITY MARKETING COMPANY (CRD#:5081) HOUSTON, TX
B
 07/30/1982 - 09/24/1984 SECURITY FIRST FINANCIAL, INC. (CRD#:6695)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.