Profile
Mr. Jimmy Lee is a Founder & Chief Executive Officer at WCG Wealth Advisors LLC.
He began his career in 1995 after graduating from college.
He was self-employed from the very beginning and has grown WCG as an entrepreneur into a wealth management firm with a national presence.
After almost two decades of managing branch offices and supervising other financial advisors for two Fortune 100 financial companies.
He also became affiliated with LPL Financial for brokerage services.
Jimmy Lee active positions
| Companies | Position | Start |
|---|---|---|
WCG Wealth Advisors LLC
 WCG Wealth Advisors LLC Investment ManagersFinance WCG Wealth Advisors LLC (dba The Wealth Consulting Group) is a registered investment advisor and wealth management firm headquartered in Las Vegas, Nevada. The firm was founded in 2014 and is owned by The 1970 Lee Trust. The Wealth Consulting Group provides fee-based investment advisory services for compensation primarily to individual clients, high-net worth individuals and corporate clients. | Chief Executive Officer | 01/10/2014 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
WCG Wealth Advisors LLC
WCG Wealth Advisors LLC Investment ManagersFinance WCG Wealth Advisors LLC (dba The Wealth Consulting Group) is a registered investment advisor and wealth management firm headquartered in Las Vegas, Nevada. The firm was founded in 2014 and is owned by The 1970 Lee Trust. The Wealth Consulting Group provides fee-based investment advisory services for compensation primarily to individual clients, high-net worth individuals and corporate clients. | Finance |
- Stock Market
- Insiders
- Jimmy Lee
