PHILIP CLAYTON LEE is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with BEACON POINTE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | 2026-05-06 | present | Yes |
| FINANCIALLY IN TUNE | 2017-02-17 | 2026-08-05 | — |
| MODERA WEALTH MANAGEMENT, LLC | 2011-01-06 | 2016-07-15 | — |
| BACK BAY FINANCIAL GROUP, INC. | 2001-12-20 | 2010-12-31 | — |