Calvin Edrix Lee

Current Employers

Employment History

• 08/2001 → Present
  Lpl Financial, Llc
  Austin, TX
• 01/2016 → 03/2024
  Intrua Financial
  Austin, TX
• 04/2024 → Present
  Wcg Wealth Advisors, Llc
  Austin, TN

Previous Registrations

• 2016-02-01 → 2024-08-06
  Intrua Financial
  Austin, TX
  Houston, TX

Other Businesses

1) 10/21/2025 - WCG Wealth Advisors, LLC - Investment Related - Registered Investment Advisor DBA - IAR - At Reported Business Location(s) - Start Date 04/01/2024 - 160 Hrs/Mth - 80 Hrs During Trading - I provide investment advisory services through The Wealth Consulting Group, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 10/28/2025 - The Wealth Consulting Group - Investment Related - Registered Investment Advisor Hybrid - IAR - At Reported Business Location(s) - Start Date 04/01/2024 - 160 Hrs/Mth - 160 Hrs During Trading - I provide investment advisory services through The Wealth Consulting Group, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 10/28/2025 - The Wealth Consulting Group - Investment Related - Registered Investment Advisor DBA - IAR - At Reported Business Location(s) - Start Date 04/01/2024 - 40 Hrs/Mth - 40 Hrs During Trading - I provide investment advisory services through The Wealth Consulting Group, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 11/12/2025 - Lee-Sauriol Financial Services, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 04/14/2020 - 40 hours per month/ 4 hours during trading 5) 11/12/2025 - Lee Financial Services, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2016 - 2 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-28
• S63 Uniform Securities Agent State Law Examination
  1995-03-30

Other Names

• Calvin Edrix Jr Lee
• Calvin E. Lee
• Calvin Lee
• Calvin Lee