Wissam H. Bilal

TIGRIS CONSULTING LLC

Allen, TX

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CRD#: 6753744

Professional summary

Wissam Hussein Bilal, who also goes by Wissam H. Bilal, Wissam Hussein Bilal, Wissam Bilal, is a registered financial advisor currently at TIGRIS CONSULTING LLC located in Allen, Texas.

Wissam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Wissam has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wissam H. Bilal | Wissam Hussein Bilal | Wissam Bilal

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 Wissam Hussein Bilal's CRS (Customer Relationship Summary).

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

March 15, 2017 - Present

TIGRIS CONSULTING LLC

RIA

CRD#: 284070

Allen, 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

Texas
(3/15/2017)

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: 12/27/2017

Uniform Investment Adviser Law Examination

Current Firm

TIGRIS CONSULTING LLC

BILAL, WISSAM | TIGRIS CONSULTING LLC

CRD#: 284070 / SEC#: 801-109964

RIA

Registered Investment Advisory firm - (8/14/2023 Terminated)

Texas

Registered Investment Advisory firm - (8/8/2023 Approved)

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

Allen, TX

Mailing Address

Phone number

(940) 600-4222

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	105
AUM (Assets Under Management)	$ 4,800,000

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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Wissam H. Bilal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wissam Hussein Bilal's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIGRIS CONSULTING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2017

Current Firm

TIGRIS CONSULTING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIGRIS CONSULTING LLC

TRUST BUT VERIFY

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