Jimmy Lee
Jimmy Lee is a registered investment advisor at The Wealth Consulting Group, based in Las Vegas, NV, with 30 years of industry experience. Jimmy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2011Customer Dispute
April 2011Customer Dispute
October 2007Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Jimmy is involved in fixed insurance sales, spending about 10% of his time on this activity. He also owns WCG Insurance, LLC, an insurance agency, and dedicates minimal time to it, along with owning rental real estate and hosting a podcast.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.