Shawn LeeCRD Number: 5892651
Current Firm: Brookstone Capital Management LLC
Shawn Lee (CRD# 5892651) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Huntersville, NC and has over 6 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Beacon Wealth Advisors, Inc.||Huntersville, NC||Jan 2008 - Current||9|
|Alphastar Capital Management||Cornelius, NC||Jun 2011 - Aug 2012||1|
|Regal Investment Advisors||Kentwood, MI||Feb 2011 - Jun 2011||< 1|
|Financial Independence Group||Cornelius, NC||Jan 1998 - Dec 2007||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2011|
Total Assets Under Management1,436MILLIONS
Total Number of Accounts29,700ACCOUNTS
Average Account Value$48,361
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV