Philippe Holliday Thomas
Investment adviser representative at USAA Investment Services Company
11 yearsExperience
1 stateRegistered in
$0Firm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- USAA Investment Services CompanyFeb 2026 to now
- USAA Life Insurance CompanyFeb 2026 to now
- Bank of America, N.A.Dec 2024 to Feb 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to Feb 2026
- Northwestern Mutual Wealth Management CompanyMar 2024 to Aug 2024
- Northwestern Mutual Investment Services LLCOct 2023 to Aug 2024
- Northwestern Mutual Life Insurance CompanyMay 2023 to Aug 2024
- University of North TexasSep 2022 to Jul 2023
- Bob Tomes FordJan 2020 to Apr 2020
- Armed ForcesJan 2019 to Feb 2026
- Multicam IncNov 2018 to Jan 2019
- Collin CollegeSep 2017 to May 2022
- Mastec AtDec 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
USAA Investment Services Company
$0Assets managed
2,635Clients
110Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7717136
- Firm CRD
- 5475