Renee Lee, financial advisor Albuquerque NM

Renee Lee

CRD Number: 4831737
Current Firm: The Wealth Consulting Group

Renee Lee (CRD# 4831737) is an Investment Advisor Representative working at The Wealth Consulting Group in Albuquerque, NM and has over 17 years of experience in the finance industry.

Similar Advisors
Junaid Ahmad, financial advisor Albuquerque NM
Junaid Ahmad
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Michael Albillar, financial advisor Albuquerque NM
Michael R. Albillar
CRD# 6343481
Mgm LLC
Similar Advisors
Anthony Allbright, financial advisor Albuquerque NM
Anthony L. Allbright
CRD# 2376474
Cuso Financial Services, LP
Company Name Location Dates Years
Lpl Financial LLC Albuquerque, NM Nov 2014 - Current 7
Wcg Wealth Advisors, LLC Albuquerque, NM Nov 2014 - Current 7
New England Securities Albuquerque, NM May 2013 - Nov 2014 1
Strategic Wealth Assocs Albuquerque, NM Jan 2013 - May 2013 < 1
Fsc Securities Corporation Albuquerque, NM Apr 2012 - Dec 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Renee M. Lee
Phone Number: 702-263-1919
Firm Website: https://utorwealth.com/
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    2,872
    MILLIONS
  • Total Number of Accounts
    9,855
    ACCOUNTS
  • Average Account Value
    $291,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.