Sean LeeCRD Number: 4529904
Current Firm: Elevated Capital Advisors, LLC
Sean Lee (CRD# 4529904) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, UT and has over 19 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Elevated Capital Advisors, LLC||Murray, UT||May 2015 - Current||7|
|Spl Financial Inc.||Murray, UT||Jun 2012 - Current||10|
|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|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management312MILLIONS
Total Number of Accounts2,139ACCOUNTS
Average Account Value$145,836
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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