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Calvin Edrix Lee

The Wealth Consulting Group
30 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
The Wealth Consulting Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
120 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

5000 Plaza on the Lake Suite 130, Austin, TX, 78746

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History

Regulatory History (1)
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Customer Dispute
March 2002
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Calvin operates his LPL business under two DBAs: Lee Financial Services, LLC (minimal time) and Lee-Sauriol Financial Services, LLC (about a quarter of his time). He also provides investment advisory services through WCG Wealth Advisors, LLC, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
The Wealth Consulting Group
April 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
August 2001 - Present · 24 yrs 6 mos
Previous Registrations
LPL Financial LLC
November 2021 - October 2022 · 11 mos
Intrua Financial
February 2016 - August 2024 · 8 yrs 6 mos
LPL Financial LLC
August 2001 - December 2016 · 15 yrs 4 mos
Sii Investments, INC.Broker
August 1998 - September 2001 · 3 yrs 1 mo
Sunamerica Securities, INC.Broker
March 1995 - August 1998 · 3 yrs 5 mos
State Registrations17 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Calvin Edrix Lee - Financial Advisor | TrueAdvisor