Jimmy Lee Email & Phone Number

Founder and CEO @ The Wealth Consulting Group

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Jimmy Lee Location

Las Vegas, NV

Jimmy Lee Work

1995 - now Founder and CEO @ The Wealth Consulting Group
2008 - 2014 Managing Partner @ Strategic Wealth Associates
1994 - 2007 Senior Partner, Investment Specialist @ MassMutual

Jimmy Lee Education

UNLV
Bachelor of Science (BS) ( Accounting and Finance )
1989 - 1994
University of Nevada-Las Vegas
Bachelor's degree ( Managerial Finance )
1989 - 1994

Jimmy Lee Skills

Investments
Financial Planning
Financial Services

Estate Planning
Retirement Planning
Financial Advisory
Finance
Insurance
Wealth Management
Mutual Funds

see less

Jimmy Lee Summary

Jimmy Lee, is currently a Founder and CEO at The Wealth Consulting Group. Jimmy Lee brings experience from previous roles at Strategic Wealth Associates and MassMutual Financial Group. Jimmy Lee holds a 1989 - 1994 Bachelor of Science (BS) in Accounting and Finance @ UNLV . With a robust skill set that includes Investments, Financial Planning, Financial Services, Estate Planning, Retirement Planning and more. Jimmy Lee has 1 emails and 1 mobile phone numbers on RocketReach.

Jimmy Lee Emails

Found 1 emails

@wealthcg.com

Jimmy Lee Phone Numbers

Found 6 phone numbers

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Anthony Turcotte Jr

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E. Gilliam

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Cheryl Constantino

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William O'Connell

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Michele Pemberton

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Alissa Todd

Financial Advisor, Personal CFO at The Wealth Consulting Group

San Diego, CA, US
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Crpc Paul S. Lim

Financial Advisor at The Wealth Consulting Group

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Lisa Mitrovich

VP of Operations at The Wealth Consulting Group

Las Vegas, NV, US
2
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Mark Starr

Personal CFO, Wealth Advisor at The Wealth Consulting Group

Redding, CA, US
3
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