Andrea L. Lee
COREVISION FINANCIAL GROUP
Shelbyville, IN 46176
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CRD#: 6840050
Professional summary
Andrea Layn Lee, CFP®, who also goes by Andrea Layn Jones, is a registered financial advisor currently at COREVISION FINANCIAL GROUP located in Shelbyville, Indiana and LPL FINANCIAL LLC located in Shelbyville, Indiana.
Andrea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Andrea has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Retirement Income Management
Education Planning
Debt Management
Insurance Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Andrea Layn Jones
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Layn Lee's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
May 12, 2023 - Present
COREVISION FINANCIAL GROUP
Office #1: 2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176RIA
CRD#: 325310
Shelbyville, IN
Current
February 9, 2018 - Present
LPL FINANCIAL LLC
Office #1: 2177 Intelliplex Dr Ste 201, Shelbyville, IN 46176-8584RIA
BD
CRD#: 6413
Shelbyville, IN
Past
March 2, 2018 - November 14, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
COREVISION FINANCIAL GROUP
COREVISION FINANCIAL GROUP | CVFG LLC
CRD#: 325310 / SEC#: 801-127739
RIA
Registered Investment Advisory firm - (5/1/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Indiana(3/2/2018)
IAR
Indiana(5/12/2023)
RR
Virginia(4/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
COREVISION FINANCIAL GROUP
COREVISION FINANCIAL GROUP | CVFG LLC
CRD#: 325310 / SEC#: 801-127739
RIA
Registered Investment Advisory firm - (5/1/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176
Mailing Address
Phone number
(317) 398-8200
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,082 |
| AUM (Assets Under Management) | $ 352,323,031 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COREVISION FINANCIAL GROUP
CRD#: 325310Shelbyville, IN 46176TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
