Shawn Lee, financial advisor Cornelius NC

Shawn Lee

CRD Number: 5892651
Current Firm: Alphastar Capital Management, LLC

Shawn Lee (CRD# 5892651) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Cornelius, NC and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Alphastar Capital Management, LLC Cornelius, NC Mar 2021 - Current 3
Beacon Wealth Advisors, Inc. Cornelius, NC Jan 2008 - Current 16
Milestone Asset Management, LLC Pittsburgh, PA Sep 2020 - Mar 2021 < 1
Brookstone Capital Management Wheaton, IL Aug 2012 - Mar 2021 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Shawn P. Lee
Phone Number: 855-340-2514
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    1,451
    MILLIONS
  • Total Number of Accounts
    13,326
    ACCOUNTS
  • Average Account Value
    $108,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, WY

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