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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Edrix Lee is a financial advisor with over 29 years of experience in the industry. Calvin is currently registered with THE Wealth Consulting Group and has been with them since April 2024. Before that, Calvin worked at LPL Financial, LLC for over 20 years. Calvin is registered to provide securities-related services in 16 states, and investment advisory services in Texas. Calvin has passed the Series 63, Series 65, Series 7, Series 24 and SIE exams. Calvin specializes in providing financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. The Wealth Consulting Group is a large firm based in Las Vegas, Nevada. They have over 130 licensed agents, 150 investment advisor representatives, and 100 registered representatives. The Wealth Consulting Group has a strong focus on working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
04/03/2024 - Present
THE Wealth Consulting Group (Austin TX)
WI
08/14/1998 - 09/13/2001
SII INVESTMENTS, INC. (APPLETON WI)
AZ
03/09/1995 - 08/13/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 03/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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