Unclaimed Profile

Jimmy Lee

WCG WEALTH ADVISORS, LLC·LAS VEGAS, Nevada

SIE, Series 6, Series 7, Series 24, Series 63, Series 6528 years registeredWCG WEALTH ADVISORS, LLC

8925 WEST POST ROAD, LAS VEGAS, NV 89148CRD# 2588186Firm CRD# 173194

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jimmy Lee · LAS VEGAS, NV

Registration

CRD #2588186 · WCG WEALTH ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

THE WEALTH CONSULTING GROUP

Oct 2014 – present

LPL FINANCIAL LLC

Apr 2025 – Nov 2025

LAS VEGAS, NV

NEW ENGLAND SECURITIES CORPORATION

Jun 2008 – Nov 2014

LAS VEGAS, NV

MML INVESTORS SERVICES, INC.

Jan 1998 – Jul 2008

LAS VEGAS, NV

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 8, 1998

Years registered · 28

Disclosure History

2011Customer Dispute·Denied

2011Customer Dispute·Settled

2007Customer Dispute·Denied

2002Customer Dispute·Denied

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WCG WEALTH ADVISORS, LLC

CRD 173194 · SEC 801-80386

AUM

$5.2B

Regulatory assets under management

Employees

264

21,408 client accounts

Services offered by WCG WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WCG WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jimmy Lee offer?

Jimmy Lee specializes in Financial Planning, Investment Management. Contact their office in LAS VEGAS, Nevada for a consultation.

What are Jimmy Lee's credentials?

Jimmy Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jimmy Lee located?

Jimmy Lee is based in LAS VEGAS, Nevada, working with WCG WEALTH ADVISORS, LLC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.

How does Jimmy Lee charge for services?

Jimmy Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WCG WEALTH ADVISORS, LLC?

WCG WEALTH ADVISORS, LLC has approximately 264 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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