Phillip Bozzo (CRD# 4572704) is an Investment Advisor Representative working at Usaa Investment Management Company in Plano, TX and has over 12 years of experience in the finance industry. Phillip Bozzo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5425820
Khp Capital LLC
Score
108
CRD# 4463519
Wells Fargo Advisors Financial Network, LLC
Score
103
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usaa Investment Management Company | Plano, TX | Jul 2017 - Current | < 1 |
| Plb Enterprises, LLC | Plano, TX | Dec 2014 - Current | 3 |
| Stream Energy | Dallas, TX | Dec 2014 - Current | 3 |
| Medical Center Of Plano | Plano, TX | Aug 2012 - Current | 5 |
| Usaa Financial Planning Services | Addison, TX | Jul 2011 - Jul 2017 | 6 |
| Usaa Financial Advisors Inc. | Addison, TX | Jul 2011 - Jul 2017 | 6 |
| 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 |
- TX
-
Total Assets Under Management25,236MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
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Average Account Value$179,715
- A percentage of assets under your management
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