Calvin E. Lee, Jr.
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Calvin E. Lee, Jr. Email & Phone Number

Wealth Advisor at The Wealth Consulting Group
Location: Austin, Texas, United States 6 work roles 1 school
1 work email found @intrua.com 5 phones found area 512 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email c****@intrua.com
Direct phone (512) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
The Wealth Consulting Group
Role
Wealth Advisor
Location
Austin, Texas, United States
Company size
43 employees

Who is Calvin E. Lee, Jr.? Overview

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Quick answer

Calvin E. Lee, Jr. is listed as Wealth Advisor at The Wealth Consulting Group, a with 43 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at intrua.com, phone signal with area code 512, and a matched LinkedIn profile for Calvin E. Lee, Jr..

Calvin E. Lee, Jr. previously worked as Partner at Intrua Financial and LPL Registered Principal at Lee Financial Services. Calvin E. Lee, Jr. holds Bachelor'S Degree, Business/Commerce, General from Texas A&M University.

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Email format at The Wealth Consulting Group

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*@intrua.com
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AeroLeads found 1 current-domain work email signal for Calvin E. Lee, Jr.. Compare company email patterns before reaching out.

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Profile bio

About Calvin E. Lee, Jr.

Calvin Lee has provided financial guidance to clients in the Austin area since 1995. As a Wealth Advisor with The Wealth Consulting Group, he enjoys the process of helping clients plan for retirement, focusing on asset management and creating an income plan to help the transition to retirement become as smooth as possible. It’s all about relationships with clients—take care of them and everything else has a way of working itself out.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Investment Strategies, Strategic Financial Planning, Investment Research, Asset Allocation, and 8 others.

Current workplace

Calvin E. Lee, Jr.'s current company

Company context helps verify the profile and gives searchers a useful next step.

The Wealth Consulting Group
The Wealth Consulting Group
Wealth Advisor
las vegas, nevada, united states
Website
wealthcg.com
Employees
43
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Company profile
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6 roles · 42 years

Calvin E. Lee, Jr. work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
The Wealth Consulting Group

Austin, Texas, United States

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Intrua Financial, a registered investment advisor and separate entity from LPL Financial.

Apr 2024 - Present

Partner

Intrua Financial

Austin, Texas Area

Intrua Financial is a boutique firm of experienced, independent financial advisors serving clients across the United States. Intrua means "truth in it all." Truth in every moment has shaped how we’ve been building financial futures for our clients. Thankfully we know it’s more than just building wealth for you. It’s about building lives. We’ve always been, we are today and we’ll always be – in the moments™. Calvin Lee's services through Intrua Financial include:* Wealth Management* Business Planning* Investment Management* Estate Planning* Life InsuranceSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact section above.Investment advice offered through Intrua Financial, a registered investment advisor. Intrua Financialand Intrua Financial Austin are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit www.intrua.com.Specialties: Investment Strategy, Investment Research, Financial Planning

Feb 2016 - Apr 2024

Lpl Registered Principal

Lee Financial Services

Austin, Texas Area

Lee Financial Services is supported by LPL Financial, the largest independent broker/dealer in the U.S. , as reported by Financial Planning magazine (1996-2015) based on total revenue. Currently, the firm assists clients primarily in the Austin area. Calvin's responsibilities include:• Managing client portfolio investments and strategy• Monitoring the market for potential impact on investments• Facilitating insurance, estate, and tax planning• Researching investment products• Overseeing creation of financial plans

Sep 2001 - Feb 2016

Investment Advisor

Griffin Financial Group

Austin, Texas Area

Jan 1995 - Aug 2001

Logistics Analyst

Right Transportation

Austin, Texas Area

1992 - 1994 ~2 yrs

Partner

Campbell'S Delivery

Austin, Texas Area

1985 - 1992 ~7 yrs
Team & coworkers

Colleagues at The Wealth Consulting Group

Other employees you can reach at wealthcg.com. View company contacts for 43 employees →

LM Lisa Mitrovich Lisa Mitrovich Colleague at The Wealth Consulting GroupSan Diego, California, United States View → MW Michael Woitkoski Michael Woitkoski Colleague at The Wealth Consulting GroupSan Diego, California, United States View → CM Craig Mcbarnes Craig Mcbarnes Colleague at The Wealth Consulting GroupPalm Desert, California, United States View → ML Maria Lee Maria Lee Colleague at The Wealth Consulting GroupAlbuquerque, New Mexico, United States View → CE Clinton E. Akerberg, Csric™ Clinton E. Akerberg, Csric™ Colleague at The Wealth Consulting GroupWest Des Moines, Iowa, United States View → JR Joe Redmond Iii Joe Redmond Iii Colleague at The Wealth Consulting GroupAlbuquerque, New Mexico, United States View → AL Adriane Lowe, Cfp®, Clu®, Chfc®, Chsnc™ Adriane Lowe, Cfp®, Clu®, Chfc®, Chsnc™ Colleague at The Wealth Consulting GroupWestlake Village, California, United States View → BC Barclay Callender, Cpwa®, Cpfa Barclay Callender, Cpwa®, Cpfa Colleague at The Wealth Consulting GroupLas Vegas, Nevada, United States View → AT Anthony Turcotte Jr Anthony Turcotte Jr Colleague at The Wealth Consulting GroupWestlake Village, California, United States View → AT Alissa Todd Alissa Todd Colleague at The Wealth Consulting GroupSan Diego, California, United States View →
1 education record

Calvin E. Lee, Jr. education

FAQ

Frequently asked questions about Calvin E. Lee, Jr.

Quick answers generated from the profile data available on this page.

What company does Calvin E. Lee, Jr. work for?

Calvin E. Lee, Jr. works for The Wealth Consulting Group.

What is Calvin E. Lee, Jr.'s role at The Wealth Consulting Group?

Calvin E. Lee, Jr. is listed as Wealth Advisor at The Wealth Consulting Group.

What is Calvin E. Lee, Jr.'s email address?

AeroLeads has found 1 work email signal at @intrua.com for Calvin E. Lee, Jr. at The Wealth Consulting Group.

What is Calvin E. Lee, Jr.'s phone number?

AeroLeads has found 5 phone signal(s) with area code 512 for Calvin E. Lee, Jr. at The Wealth Consulting Group.

Where is Calvin E. Lee, Jr. based?

Calvin E. Lee, Jr. is based in Austin, Texas, United States while working with The Wealth Consulting Group.

What companies has Calvin E. Lee, Jr. worked for?

Calvin E. Lee, Jr. has worked for The Wealth Consulting Group, Intrua Financial, Lee Financial Services, Griffin Financial Group, and Right Transportation.

Who are Calvin E. Lee, Jr.'s colleagues at The Wealth Consulting Group?

Calvin E. Lee, Jr.'s colleagues at The Wealth Consulting Group include Lisa Mitrovich, Michael Woitkoski, Craig Mcbarnes, Maria Lee, and Clinton E. Akerberg, Csric™.

How can I contact Calvin E. Lee, Jr.?

You can use AeroLeads to view verified contact signals for Calvin E. Lee, Jr. at The Wealth Consulting Group, including work email, phone, and LinkedIn data when available.

What schools did Calvin E. Lee, Jr. attend?

Calvin E. Lee, Jr. holds Bachelor'S Degree, Business/Commerce, General from Texas A&M University.

What skills is Calvin E. Lee, Jr. known for?

Calvin E. Lee, Jr. is listed with skills including Investment Strategies, Strategic Financial Planning, Investment Research, Asset Allocation, Retirement, Estate Planning, Insurance, and Asset.

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