Independent Advisor Alliance, LLC
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About this Advisor
Philip Lee is a certified financial planner working out of Charlotte, North Carolina, who has 13 years of experience as a financial advisor. Lee is currently employed by Independent Advisor Alliance, LLC. Throughout their career, Lee has worked at Wachovia Securities, L.L.C, Wells Fargo Advisors LLC, Lpl Financial LLC and Independent Advisor Alliance. Lee holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in Louisiana, South Carolina, North Carolina and Texas. Independent Advisor Alliance, LLC is an advisory firm headquartered in Charlotte, North Carolina. The company has offices in 87 locations and a total of 107 financial advisors. It manages $3 billion in assets under management across its 15,183 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 35 charitable organizations. Independent Advisor Alliance, LLC performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees vary depending on which services are offered. Fees charged by Independent Advisor Alliance, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Independent Advisor Alliance, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Philip Lee Work History
Philip has 13 years of experience.
Lpl Financial LLC
Independent Advisor Alliance
Wells Fargo Advisors LLC
Wachovia Securities, L.L.C
Philip Lee has no disclosures.
Please visit their SEC profile for more details.