PC
Philip Clayton Lee
CRD 4551413
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Beacon Pointe Advisors, Llc | Registered representative | 07/20/2026 |
| Financially In Tune, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Financially In Tune, Llc
Minority Shareholder/Principal/Chief Compliance Officer · 10% – 25% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗