Philip Christopher Lee
Investment adviser representative at Raymond James Financial Services Advisors, Inc
20 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Raymond James Financial Services Advisors, IncAug 2023 to now
- Raymond James & Associates, IncAug 2023 to now
- Raymond James Financial Services, IncAug 2023 to now
- Charles Schwab Bank, SsbApr 2022 to Aug 2023
- Charles Schwab Premiere BankApr 2022 to Aug 2023
- Charles Schwab Trust BankApr 2022 to Aug 2023
- Charles Schwab and Co., Inc.Dec 2021 to Aug 2023
- Scottrade, Inc.Feb 2006 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5021014
- Firm CRD
- 149018