Phillip Bozzo, financial advisor Plano TX
96 score

Phillip Bozzo

CRD Number: 4572704
Current Firm: Usaa Investment Management Company

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.

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Professional Designations
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
Contact Info for Phillip L. Bozzo
Phone Number: 800-531-USAA
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    25,236
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $179,715
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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