Philip Lee (CRD# 4551413) is an Investment Advisor Representative working at Financially In Tune in Stoneham, MA and has over 22 years of experience in the finance industry. Philip Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financially In Tune, LLC | Wakefield, MA | Jul 2016 - Current | 7 |
| Modera Wealth Management, LLC | Boston, MA | Jan 2011 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
- MA
-
Total Assets Under Management223MILLIONS
-
Total Number of Accounts848ACCOUNTS
-
Average Account Value$262,466
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MA, NH, NY
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