Sean Lee, financial advisor Draper UT

Sean Lee

CRD Number: 4529904
Current Firm: Elevated Capital Advisors, LLC

Sean Lee (CRD# 4529904) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Draper, UT and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Elevated Capital Advisors, LLC Murray, UT May 2015 - Current 9
Spl Financial Inc. Murray, UT Jun 2012 - Current 12
Global Financial Private Capital, LLC Sarasota, FL Aug 2010 - Aug 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Dec 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Sean P. Lee
Phone Number: 385-237-3338
Registered State(s):
  • AZ
  • CA
  • CO
  • FL
  • ID
  • KS
  • MA
  • MO
  • MT
  • NV
  • OK
  • OR
  • TX
  • UT
  • WA
  • WY
By the Numbers
  • Total Assets Under Management
    375
    MILLIONS
  • Total Number of Accounts
    2,382
    ACCOUNTS
  • Average Account Value
    $157,549
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, ME, MO, MT, NE, NH, NJ, NV, OK, OR, PA, TX, UT, WA, WY

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