Phillip Bozzo, financial advisor Addison TX
93 score

Phillip Bozzo

CRD Number: 4572704
Current Firm: Usaa Financial Planning Services

Phillip Bozzo (CRD# 4572704) is an Investment Advisor Representative working at Usaa Financial Planning Services in Addison, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Plb Enterprises, LLC Plano, TX Dec 2014 - Current 2
Stream Energy Dallas, TX Dec 2014 - Current 2
Medical Center Of Plano Plano, TX Aug 2012 - Current 4
Usaa Financial Advisors Inc. Addison, TX Jul 2011 - Current 5
Usaa Financial Planning Services Addison, TX Jul 2011 - Current 5
Home Depot Atlanta, GA Aug 2011 - Aug 2012 1
Financial Network El Segundo, CA Jan 2007 - Jul 2011 4
Sigfx Energy LLC Plano, TX Apr 2010 - Dec 2010 < 1
Plb Enterprises LLC Plano, TX Jul 2006 - Dec 2010 4
Premiere Global Services Atlanta, GA May 2008 - Jan 2010 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Phillip L. Bozzo
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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