SL
Sean Luis
from Ieq Capital, LLC
Sean Luis is a financial advisor based in California, Foster City,
with 13 years of experience. Sean currently works for
Ieq Capital, LLC.
Sean maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sean Luis works at Ieq Capital, LLC
Ieq Capital, LLC is a financial advisory firm based in Foster City, California. It currently has approximately $17,720,304,270 of assets under management and employs about 120 people. Ieq Capital, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
950 Tower Lane, Suite 1800, Foster City, California, 94404
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