Sean Lee, financial advisor Murray UT
83 score

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 Murray, UT and has over 13 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 1
Spl Financial Inc. Murray, UT Jun 2012 - Current 4
Global Financial Private Capital, LLC Sarasota, FL Aug 2010 - Aug 2015 5
Galileo Financial Midvale, UT Oct 2006 - Jun 2012 5
Intersecuritites Midvale, UT Oct 2006 - May 2007 < 1
Oneamerica Securities Inc. Salt Lake City, UT Apr 2006 - Sep 2006 < 1
American United Life Indianapolis, IN Jan 2004 - Sep 2006 2
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Sean P. Lee
Phone Number: 801-639-0095
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    469
    ACCOUNTS
  • Average Account Value
    $77,233
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

UT

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BADGES
83

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