Page G. Lea
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Page Gravely Lea was a registered financial professional .
Page is a previously registered financial professional and started their career in finance in 2001. Page had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 16, 2020 - March 31, 2021
MONROE CAPITAL PARTNERS, LLC
February 4, 2019 - December 31, 2019
MONROE CAPITAL PARTNERS, LLC
August 8, 2018 - December 31, 2018
MONROE CAPITAL PARTNERS, LLC
November 19, 2001 - July 31, 2018
CAPES CAPITAL MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
MONROE CAPITAL PARTNERS, LLC
CRD#: 168275 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 90 |
| AUM (Assets Under Management) | $ 86,518,119 |
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.
