Lugene Lee, financial advisor Honolulu HI
93 score

Lugene Lee

CRD Number: 1291294
Current Firm: Lee Financial Group Hawaii, Inc.

Lugene Lee (CRD# 1291294) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Lee Financial Recordkeeping, Inc. Honolulu, HI Mar 1994 - Current 22
Lee Financial Group Hawaii, Inc. Honolulu, HI Aug 1988 - Current 28
Lee Financial Securities, Inc. Honolulu, HI Aug 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
Contact Info for Lugene E. Lee
Phone Number: 808-988-8088
Firm Website:
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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