Phillip Lee

Adviser/team AUM $100,000,000
Firm joining Independent Advisor Alliance
Firm leaving Wells Fargo Advisors
Adviser(s) location Charlotte, NC
Date April 14, 2016

Latest Moves to Independent Advisor Alliance

Adviser(s) Date
Karl Schmidtke, Jeff LehrerApril 14, 2016
Peter HeimermanApril 14, 2016
Kurt TrieboldApril 14, 2016

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