Lee Financial Group Hawaii, Inc.
Lee Financial Group Hawaii, Inc. (CRD# 104781) is a financial advisory firm headquartered in Honolulu, HI. They manage $226,326,709 in 1,247 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management226MILLION
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Total Number of Accounts1,247ACCOUNTS
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Average Account Value$181,497
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- 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
CA, HI, LA, NV, NY, OH, TX, WA
Nora Foley (CRD# 1102287) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 40 years of experience in the finance industry.
Stephanie Kuwaye (CRD# 6215403) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 5 years of experience in the finance industry.
Terrence Lee (CRD# 1053119) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 41 years of experience in the finance industry.
Kathy Lum (CRD# 1886703) 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.
Lee Ann Matsuda (CRD# 6123265) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 10 years of experience in the finance industry.
Charlotte Meyer (CRD# 1220785) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 39 years of experience in the finance industry.
Amber Lynn Suhas (CRD# 2823009) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 27 years of experience in the finance industry.
Charlotte Teruya-Westcott (CRD# 6329919) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 10 years of experience in the finance industry.
Jandi Iha (CRD# 6400100) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has over 2 years of experience in the finance industry.
Sarah Kleinschmidt (CRD# 7182069) 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.