Philippe G. Khouri

PIP CAPITAL & CONSULTING

Delray Beach, FL

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CRD#: 4226774

Professional summary

Philippe Georges Khouri, who also goes by Philippe G Khouri, is a registered financial advisor currently at PIP CAPITAL & CONSULTING, LLC located in Delray Beach, Florida.

Philippe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Philippe has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philippe G Khouri

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philippe Georges Khouri's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 14, 2018 - Present

PIP CAPITAL & CONSULTING, LLC

RIA

CRD#: 297807

Delray Beach, FL

Past

November 24, 2000 - September 13, 2001

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/14/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/29/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/4/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/22/2000

General Securities Representative Examination

Current Firm

PIP CAPITAL & CONSULTING, LLC

CRD#: 297807 / SEC#:

Florida

Registered Investment Advisory firm - (12/14/2018 Approved)

Louisiana

Registered Investment Advisory firm - (11/18/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Delray Beach, FL

Mailing Address

Phone number

(815) 557-7862

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	54
AUM (Assets Under Management)	$ 21,426,399

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Philippe G. Khouri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philippe Georges Khouri's CRS (Customer Relationship Summary).

Certified licenses

Experience

PIP CAPITAL & CONSULTING, LLC

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2018

Series 63

Date: 12/4/2000

Series 7

Date: 11/22/2000

Current Firm

PIP CAPITAL & CONSULTING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PIP CAPITAL & CONSULTING, LLC

TRUST BUT VERIFY

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