Lee Financial Group Hawaii, Inc.

Lee Financial Group Hawaii, Inc. (CRD# 104781) is a financial advisory firm headquartered in Honolulu, HI. They manage $320,822,389 in 1,229 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    321
    MILLION
  • Total Number of Accounts
    1,229
    ACCOUNTS
  • Average Account Value
    $261,043
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, LA, NE, NY, OH, TX, WA

Financial Advisors at Lee Financial Group Hawaii, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Nora B. Foley
CRD#: 1102287
3113 Olu Street, Honolulu, HI 96816
93
Wealthminder
score

Nora Foley (CRD# 1102287) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 34 years of experience in the finance industry.

2
Teresa M. Johnson
CRD#: 1998270
3113 Olu Street, Honolulu, HI 96816
93
Wealthminder
score

Teresa Johnson (CRD# 1998270) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 15 years of experience in the finance industry.

3
Lugene E. Lee
CRD#: 1291294
3113 Olu Street, Honolulu, HI 96816
93
Wealthminder
score

Lugene Lee (CRD# 1291294) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 32 years of experience in the finance industry.

4
Summer C. Lee
CRD#: 5167027
3113 Olu Street, Honolulu, HI 96816
93
Wealthminder
score

Summer Lee (CRD# 5167027) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 11 years of experience in the finance industry.

5
Terrence K. Lee
CRD#: 1053119
3113 Olu Street, Honolulu, HI 96816
93
Wealthminder
score

Terrence Lee (CRD# 1053119) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 35 years of experience in the finance industry.

6
Kathy L. Lum
CRD#: 1886703
3113 Olu Street, Honolulu, HI 96816
93
Wealthminder
score

Kathy Lum (CRD# 1886703) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 28 years of experience in the finance industry.

7
Barry J. Magaoay
CRD#: 2375068
3113 Olu Street, Honolulu, HI 96816
93
Wealthminder
score

Barry Magaoay (CRD# 2375068) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 23 years of experience in the finance industry.

8
Charlotte A. Meyer
CRD#: 1220785
3113 Olu Street, Honolulu, HI 96816
93
Wealthminder
score

Charlotte Meyer (CRD# 1220785) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 33 years of experience in the finance industry.

9
Edwin Y. Chau
CRD#: 5597557
3113 Olu Street, Honolulu, HI 96816
90
Wealthminder
score

Edwin Chau (CRD# 5597557) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has 1 year of experience in the finance industry.

10
Lee Ann Y. Matsuda
CRD#: 6123265
3113 Olu Street, Honolulu, HI 96816
89
Wealthminder
score

Lee Ann Matsuda (CRD# 6123265) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.