James Igo Email & Phone Number
Vice President, Financial Advisor @ Taurus Wealth Management Powered by LPL Financial
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James Igo Location
- Pennsylvania, United States
James Igo Work
- Vice President, Financial Advisor @ (September 2023 - Present)
- Vice President, Financial Advisor @ Morgan Stanley (November 2011 - September 2024)
- Financial Advisor @ Wells Fargo Advisors (April 2006 - November 2011)
James Igo Education
- Penn State University
Operations Management (Business)
1984-1988
James Igo Skills
- Retirement Planning
- Mutual Funds
- Series 7
- Investments
- Asset Allocation
- Estate Planning
James Igo Summary
- James Igo, based in Pennsylvania, United States, is currently a Vice President, Financial Advisor at Taurus Wealth Management Powered by LPL Financial. James Igo brings experience from previous roles at Morgan Stanley and Wells Fargo Advisors. James Igo holds a 1984 - 1988 Operations Management in Business @ Penn State University. With a robust skill set that includes Retirement Planning, Mutual Funds, Series 7, Investments, Asset Allocation and more. James Igo has 2 mobile phone numbers on RocketReach.
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