Philip Lee (CRD# 1656539) is an Investment Advisor Representative working at Cas Wealth Strategies LLC in Mcallen, TX and has over 36 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cas Wealth Strategies LLC | Mcallen, TX | Jan 2020 - Current | 4 |
| Cas Wealth Strategies LLC | Mcallen, TX | Oct 2019 - Current | 4 |
| Dbl Tax Design LLC | Mcallen, TX | Jun 2017 - Current | 6 |
| Philip J Lee Cpa | Edinburg, TX | Dec 2010 - Current | 13 |
| Ascension Financial Group, LLC | Mcallen, TX | Nov 1999 - Current | 24 |
| Philip J. Lee (self-employed) | Mcallen, TX | Oct 1990 - Current | 33 |
| Prosperity Capital Advisors | Westlake, OH | Feb 2016 - Dec 2019 | 3 |
| Brookstone Capital Management LLC | Wheaton, IL | Dec 2014 - Feb 2016 | 1 |
| Park Avenue Securities LLC | Edinburg, TX | May 1999 - Dec 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
- TX
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
TX
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