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Philip Hongyi Lee

Fisher Investments

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About Philip Hongyi Lee

Philip Hongyi Lee is a financial advisor with Fisher Investments. Philip is registered with the state of California and Texas. Philip holds a Series 63, Series 65 and Series 7 license and is a Chartered Financial Analyst. Philip has been in the industry since 2003 and has previously worked at J.P. Morgan Securities Inc. and Montano Securities Corporation. Philip is based out of the Plano, Texas office of Fisher Investments.

Firm Information

Philip Lee is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Philip Lee’s Registration & Firm History

TX

09/18/2023 - Present

Fisher Investments (PLANO TX)

CA

01/06/2003 - 06/26/2006

J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)

NA

02/16/1995 - 02/17/1995

MONTANO SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 02/09/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 01/22/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 01/04/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Hongyi Lee.
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