Philip
Lee
Independent Advisor Alliance, LLC
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About this Advisor
Philip Lee is a financial advisor based in Charlotte, North Carolina, working with Independent Advisor Alliance, LLC. Philip has previously held positions at Wells Fargo Advisors LLC, Lpl Financial LLC, and Independent Advisor Alliance. Philip has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Louisiana, North Carolina, South Carolina, Texas, and Virginia. Currently, Philip is part of Independent Advisor Alliance, LLC, which operates out of Charlotte, North Carolina. The firm has 132 offices and 230 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$12,826,908,245
230
52,309
$245,214
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
Lpl Financial LLC
Independent Advisor Alliance
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Philip Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Advisor Alliance, LLC
Atlanta, GA
Roanoke, VA
Charlotte, NC
Columbia, SC
Richfield, WI
Chesapeake, VA
Charlotte, NC
South Portland, ME
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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