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PL

Philip J. Lee

INSPIRE WEALTH ADVISORY
MCALLEN, TX
Some features on this profile are disabled
CRD#: 1656539
PL
Philip Jeffrey LeeINSPIRE WEALTH ADVISORY

Professional summary

Philip Jeffrey Lee is a registered financial advisor currently at INSPIRE WEALTH ADVISORY LLC located in Mcallen, Texas.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Philip has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.PHILIP J LEE (SELF-EMPLOYED) 1987 TO PRESENT-INSURANCE AGENT-CURRENT ADDRESS PO BOX 720253 MCALLEN, TX 40 HRS/MONTH-SOME DURING SECURITY TRADING HOURS. 2. DBL TAX DESIGN LLC - DIRECTOR/OFFICER - JUNE 2017 TO PRESENT - 80 HRS/MONTH - PROVIDES INCOME TAX PLANNING, TAX STRATEGIES, BUSINESS CONSULTING AND OTHER ACCOUNTING/TAX SERVICES EXCLUSIVELY TO CAS CPA LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Jeffrey Lee's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 23, 2026 - Present

INSPIRE WEALTH ADVISORY LLC

RIA
CRD#: 339878
MCALLEN, TX
Past

January 6, 2025 - July 27, 2026

BROOKWOOD INVESTMENT GROUP

RIA
CRD#: 316544
McAllen, TX
Past

January 8, 2020 - December 31, 2024

CAS WEALTH STRATEGIES LLC

RIA
CRD#: 306363
MCALLEN, TX
Past

February 11, 2016 - January 10, 2020

PROSPERITY CAPITAL ADVISORS

RIA
CRD#: 156480
McAllen, TX
Past

December 3, 2014 - February 8, 2016

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
EDINBURG, TX
Past

May 3, 1999 - December 10, 2014

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
EDINBURG, TX
Past

May 3, 1999 - December 10, 2014

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
EDINBURG, TX
Past

June 10, 1996 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

December 16, 1994 - June 8, 1996

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

March 18, 1993 - October 4, 1994

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

January 3, 1991 - March 19, 1993

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

June 15, 1987 - October 10, 1990

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(7/27/2026)
IAR
Texas
(7/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/17/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/12/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/10/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/25/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 10/13/1987
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/12/1987
Investment Company Products/Variable Contracts Representative Examination

Current Firm

IW
INSPIRE WEALTH ADVISORY LLC
INSPIRE WEALTH ADVISORY LLC

CRD#: 339878 / SEC#:

Michigan
Registered Investment Advisory firm - (1/29/2026 Approved)
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Contact information

Main Address
10192 Grand River Rd, Suite 100, Brighton, MI 48116
Mailing Address
Phone number
(810) 226-0477
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INSPIRE WEALTH ADVISORY LLC

CRD#: 339878Mcallen, TX

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