Unclaimed Profile

Nora Bridget Foley

LEE FINANCIAL GROUP HAWAII, INC.·HONOLULU, Hawaii

SIE, Series 7, Series 14, Series 27, Series 63, Series 65, Series 99TOClean record23 years registeredLEE FINANCIAL GROUP HAWAII, INC.

3113 OLU STREET, HONOLULU, HI 96816-1425CRD# 1102287Firm CRD# 104781

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nora Bridget Foley · HONOLULU, HI

Registration

CRD #1102287 · LEE FINANCIAL GROUP HAWAII, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEE FINANCIAL GROUP HAWAII, INC.

LEE FINANCIAL GROUP HAWAII, INC.

Feb 2003 – May 2024

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · February 26, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEE FINANCIAL GROUP HAWAII, INC.

CRD 104781 · SEC 801-33016

AUM

$226M

Regulatory assets under management

Employees

1,247 client accounts

Services offered by LEE FINANCIAL GROUP HAWAII, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at LEE FINANCIAL GROUP HAWAII, INC. →

Introduction

Speak with Nora

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nora is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HONOLULU?

Browse all registered financial advisors in HONOLULU, Hawaii or claim this profile if it's yours.

Browse HONOLULU Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Nora Bridget Foley offer?

Nora Bridget Foley specializes in Investment Management, Wealth Management.

What are Nora Bridget Foley's credentials?

Nora Bridget Foley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nora Bridget Foley located?

Nora Bridget Foley is based in HONOLULU, Hawaii, last registered with LEE FINANCIAL GROUP HAWAII, INC..

How does Nora Bridget Foley charge for services?

Nora Bridget Foley's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEE FINANCIAL GROUP HAWAII, INC.?

LEE FINANCIAL GROUP HAWAII, INC. has approximately 10 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →