PHILIP JEFFREY LEE is an investment adviser representative (IAR) with state registration records since 1999, appearing at 6 firms. Currently registered with INSPIRE WEALTH ADVISORY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INSPIRE WEALTH ADVISORY LLC | 2026-07-23 | present | Yes |
| BROOKWOOD INVESTMENT GROUP | 2025-01-06 | 2026-07-27 | — |
| CAS WEALTH STRATEGIES LLC | 2020-01-08 | 2024-12-31 | — |
| PROSPERITY CAPITAL ADVISORS | 2016-02-11 | 2020-01-10 | — |
| BROOKSTONE CAPITAL MANAGEMENT LLC | 2014-12-03 | 2016-02-08 | — |
| PARK AVENUE SECURITIES LLC | 1999-05-03 | 2014-12-10 | — |