SL
SL

Sean Patrick Lee

17 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

11925 South 700 East, Draper, UT, 84020

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Sean works full-time for SPL Financial, Inc. since 2012, offering investment and insurance services. He also dedicates a few hours per week as a partner with Emerging Advisor, LLC, training financial advisors.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
August 2015 - Present · 10 yrs 6 mos
Previous Registrations
Global Financial Private Capital, LLC
August 2010 - August 2015 · 5 yrs
Brokers International Financial Services, LLC
December 2008 - August 2010 · 1 yr 8 mos
Brokers International Financial Services, LLC
February 2008 - November 2008 · 9 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.