PHILIP LANCE WELLMAN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2024-04-19 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2014-07-11 | 2024-04-23 | — |
| UBS FINANCIAL SERVICES INC. | 2007-11-20 | 2014-07-21 | — |