Philip Jeffrey Lee

Employer firm

Inspire Wealth Advisory LLC CRD 339878

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1990 → Present
  Philip J. Lee (Self-Employed)
  Mcallen, TX
• 11/1999 → 12/2021
  Ascension Financial Group, Llc
  Edinburg, TX
• 12/2010 → 07/2026
  Philip J Lee Cpa
  Mcallen, TX
• 02/2016 → 12/2019
  Prosperity Capital Advisors
  Westlake, OH
• 06/2017 → Present
  Dbl Tax Design Llc
  Mcallen, TX
• 11/1999 → Present
  Ascension Financial Group, Llc
  Mcallen, TX
• 10/2019 → 12/2024
  Cas Wealth Strategies Llc
  Mcallen, TX
• 01/2020 → 12/2024
  Cas Wealth Strategies Llc
  Mcallen, TX
• 01/2025 → 07/2026
  Brookwood Investment Group
  Mcallen, TX
• 07/2026 → Present
  Inspire Wealth Advisory Llc
  Mcallen, TX

Previous Registrations

• 2025-01-06 → 2026-07-27
  Brookwood Investment Group
  Mcallen, TX
  Phoenix, AZ
• 2020-01-08 → 2024-12-31
  Cas Wealth Strategies Llc
  Mcallen, TX
• 2016-02-11 → 2020-01-10
  Prosperity Capital Advisors
  Edinburg, TX
  Westlake, OH
  Edinburg, TX
  Mcallen, TX
• 2014-12-03 → 2016-02-08
  Brookstone Capital Management Llc
  Edinburg, TX
  Wheaton, IL
• 1999-05-03 → 2014-12-10
  Park Avenue Securities Llc
  Harlingen, TX
  Harlingen, TX
  Edinburg, TX

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-17
• S63 Uniform Securities Agent State Law Examination
  1987-06-12