Shawn Patrick Lee
Investment adviser representative at Integrative Planning, Inc.
18 yearsExperience
1 stateRegistered in
$101.4MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Integrative Planning, Inc.Jun 2025 to now
- Alphastar Capital Management, LLCMar 2021 to Jun 2025
- Milestone Asset Management, LLCDec 2020 to Feb 2021
- Brookstone Capital ManagementAug 2012 to Mar 2021
- Beacon Wealth Advisors, IncSep 2008 to Jun 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NC).
Integrative Planning, Inc.
$101.4MAssets managed
224Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5892651
- Firm CRD
- 336307