Jimmy Lee

Chief Executive Officer at

WCG Wealth Advisors LLC

Finance

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 The Wealth Consulting Group generally creates a portfolio, consisting of individual stocks or bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. Each portfolio is initially designed to meet an investment goal, which they determine to be suitable to the client’s circumstances. The firm uses a combination of fundamental, technical, and cyclical analysis to formulate investment advice when managing assets.	Chief Executive Officer	30/09/2014

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Linked companies

Private companies	1
WCG Wealth Advisors LLC WCG Wealth Advisors LLC Investment ManagersFinance The Wealth Consulting Group generally creates a portfolio, consisting of individual stocks or bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. Each portfolio is initially designed to meet an investment goal, which they determine to be suitable to the client’s circumstances. The firm uses a combination of fundamental, technical, and cyclical analysis to formulate investment advice when managing assets.	Finance