SM
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Sean Minor

25 Years of Experience
Eagle, ID
Broker

Sean Minor is a registered investment advisor at Capital Client Group, INC., based in Eagle, ID, with 25 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

873 E. State, Ste. 104, Eagle, ID, 83616

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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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Employment History
Current Registrations
Capital Client Group, INC.
September 2013 - Present · 12 yrs 8 mos
Capital Client Group, INC.Broker
July 2010 - Present · 15 yrs 10 mos
Previous Registrations
Putnam Investment Management, LLC
March 2008 - June 2010 · 2 yrs 3 mos
Putnam Investment Management, LLC
August 2005 - February 2008 · 2 yrs 6 mos
Putnam Retail Management Limited PartnershipBroker
January 2001 - June 2010 · 9 yrs 5 mos
State Registrations24 states
AKALARAZCACOFLGAHIIDKSLAMOMSMTNCNMNVOKORSCTXWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sean Minor - Financial Advisor | TrueAdvisor