LPL Financial
42yrs
Top advisor by experience in Diamond Bar
1yr
Andre Lee
Financial advisor at Osaic Wealth
Based in Diamond Bar, California, Andre Lee is a fiduciary financial advisor with 1 year of industry experience. Andre has been with Osaic Wealth since 2026. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 61 advisors with offices in Diamond Bar, and one of 56 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office21671 Gateway Center Dr Suite 112, Diamond Bar, CA 91765
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowOsaic Wealth, Inc.Current firm
Contact Andre
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Andre. 21671 Gateway Center Dr Suite 112Diamond Bar, CA 91765Office · Get directions
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Questions to ask Andre
Tailored to Andre’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Andre
How do I contact Andre?
Call Osaic Wealth at (800) 821-5100 and ask for Andre Lee. Andre works from the Diamond Bar, CA office.
How long has Andre been a financial advisor?
Andre has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Andre hold?
Series 66. Tap any license on this page to see what it allows.
Is Andre a fiduciary?
Andre is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andre paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Andre for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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