Lee Financial Group Hawaii, Inc.

Lee Financial Group Hawaii, Inc. (CRD# 104781) is a financial advisory firm headquartered in Honolulu, HI. They manage $368,480,128 in 1,315 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    368
    MILLION
  • Total Number of Accounts
    1,315
    ACCOUNTS
  • Average Account Value
    $280,213
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, NV, NY, OH, TX, UT, WA

Financial Advisors at Lee Financial Group Hawaii, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Edwin Y. Chau
CRD#: 5597557
3113 Olu Street, Honolulu, HI 96816

Edwin Chau (CRD# 5597557) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 4 years of experience in the finance industry.

2
Nora B. Foley
CRD#: 1102287
3113 Olu Street, Honolulu, HI 96816

Nora Foley (CRD# 1102287) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 37 years of experience in the finance industry.

3
Stephanie A. Kuwaye
CRD#: 6215403
3113 Olu Street, Honolulu, HI 96816

Stephanie Kuwaye (CRD# 6215403) 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.

4
Terrence K. Lee
CRD#: 1053119
3113 Olu Street, Honolulu, HI 96816

Terrence Lee (CRD# 1053119) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 38 years of experience in the finance industry.

5
Kathy L. Lum
CRD#: 1886703
3113 Olu Street, Honolulu, HI 96816

Kathy Lum (CRD# 1886703) 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.

6
Barry J. Magaoay
CRD#: 2375068
Provo, UT

Barry Magaoay (CRD# 2375068) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Provo, UT and has over 26 years of experience in the finance industry.

7
Lee Ann Y. Matsuda
CRD#: 6123265
3113 Olu Street, Honolulu, HI 96816

Lee Ann Matsuda (CRD# 6123265) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 6 years of experience in the finance industry.

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

Charlotte Meyer (CRD# 1220785) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 36 years of experience in the finance industry.

9
Amber Lynn K. Suhas
CRD#: 2823009
3113 Olu Street, Honolulu, HI 96816

Amber Lynn Suhas (CRD# 2823009) 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.

10
Charlotte K. Teruya-Westcott
CRD#: 6329919
3113 Olu Street, Honolulu, HI 96816

Charlotte Teruya-Westcott (CRD# 6329919) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 6 years of experience in the finance industry.

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