Sean Lovison is a CFP-designated registered investment advisor at Purpose Built, based in Moorestown, NJ, with 5 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Financial Planning & Coaching, Gen X, and 2 more. Their firm serves 30 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on a percentage of the assets managed. The specific percentage is not listed in the brochure.
Contact
Sean Lovison
Location
300 Mill St, Suite 235, Moorestown, NJ, 08057
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Purpose Built
Previous Registrations
Wjl Financial Advisors
State Registrations2 states
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
Additional Information
When I’m not working with clients, I enjoy spending time with my two daughters, shuttling them to sports practices, and being active outdoors. If it’s outdoors, I enjoy it but my favorites activities are hiking, cycling (road and mountain), swimming, and running.