Shawn Patrick Lee is listed as Managing Member/Cco at Intregrative Planning, Inc. in Cornelius, NC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Intregrative Planning, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Shawn Patrick Lee work?
Shawn Patrick Lee is listed as Managing Member/Cco at Intregrative Planning, Inc. on SEC Form ADV.
How much of Intregrative Planning, Inc. does Shawn Patrick Lee own?
Form ADV reports a beneficial ownership band of Over 75%.