Sean S. Lovison

PURPOSE BUILT

Moorestown, NJ 08057

Some features on this profile are disabled

CRD#: 7325555

Professional summary

Sean Scott Lovison, CFP® is a registered financial advisor currently at PURPOSE BUILT located in Moorestown, New Jersey.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sean has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Providing consulting services to RPM International, my former employer

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Scott Lovison's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

September 12, 2023 - Present

PURPOSE BUILT

Office #1: 300 Mill St, Suite 235, Moorestown, NJ 08057

RIA

CRD#: 326554

Moorestown, NJ

Past

January 11, 2021 - October 2, 2023

WJL FINANCIAL ADVISORS

RIA

CRD#: 169711

Moorestown, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(9/12/2023)

IAR

Pennsylvania
(1/29/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/8/2020

Uniform Investment Adviser Law Examination

Current Firm

PURPOSE BUILT

PURPOSE BUILT | PURPOSE BUILT FINANCIAL SERVICES LLC

CRD#: 326554 / SEC#:

New Jersey

Registered Investment Advisory firm - (9/12/2023 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/29/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

300 Mill St, Suite 235, Moorestown, NJ 08057

Mailing Address

Phone number

(215) 278-9559

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 13,300,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Robert Boland

RBC CAPITAL MARKETS, LLC

IAR

Malvern, PA

Peter Gaertner

ROFFMAN MILLER ASSOCIATES INC

IAR

Philadelphia, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sean S. Lovison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Scott Lovison's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURPOSE BUILT

WJL FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/2020

Current Firm

PURPOSE BUILT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PURPOSE BUILT

TRUST BUT VERIFY

Similar Advisors