Andrea Layn Lee

Employer firm

Corevision Financial Group CRD 325310

$1.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → Present
  Shelby County Athletic Club
  Shelbyville, IN
• 09/2010 → 08/2017
  Stay At Home Mom
  Shelbyville, IN
• 07/2017 → Present
  Lpl Financial Llc
  Shelbyville, IN
• 05/2023 → Present
  Cvfg Llc D/B/A Corevision Financial Group
  Shelbyville, IN

Other Businesses

1) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month 2) 05/17/2023 - coreVISION Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 04/26/2023 - 120 Hours Per Month/ 30 Hours During Securities Trading - Time Spent 75% - I provide investment advisory services through CVFG, LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 3) 05/17/2023 - CVFG LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 05/01/2023 - 30 Hours Per Month/ 30 Hours During Securities Trading - Time Spent 19% - I provide investment advisory services through CVFG, LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 30 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-02

Designations

• Certified Financial Planner

Other Names

• Andrea Layn Jones