Philip Pilibosian, financial advisor Houston TX

Philip Pilibosian

CRD Number: 4618944
Current Firm: Usca Asset Management LLC

Philip Pilibosian (CRD# 4618944) is an Investment Advisor Representative working at Usca Asset Management LLC in Houston, TX and has over 18 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
U.s. Capital Wealth Advisors, LLC Austin, TX Jun 2021 - Current 2
Usca Asset Management LLC Houston, TX Oct 2017 - Current 6
Usca Securities LLC Houston, TX Oct 2013 - Current 10
Usca Ria LLC Houston, TX Oct 2013 - Jun 2021 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2009
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Philip J. Pilibosian
Phone Number: 713-366-0500
Firm Website: http://www.uscallc.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    258
    MILLIONS
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $10,329,132
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

DE, TX

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