Jimmy Lee

Vorstandsvorsitzender bei

WCG Wealth Advisors LLC

Finance

Profil

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.

Aktive Positionen von Jimmy Lee

Unternehmen	Position	Beginn
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.	Vorstandsvorsitzender	01.10.2014

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Private Unternehmen	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