Unclaimed Profile

Terrence Kwock Hing Lee

LEE FINANCIAL GROUP HAWAII, INC.·HONOLULU, Hawaii

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record27 years registeredLEE FINANCIAL GROUP HAWAII, INC.

3113 OLU STREET, HONOLULU, HI 96816-1425CRD# 1053119Firm CRD# 104781

Profile Verification

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

Identity

Terrence Kwock Hing Lee · HONOLULU, HI

Registration

CRD #1053119 · LEE FINANCIAL GROUP HAWAII, INC. · 27 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.

May 1999 – May 2024

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · May 3, 1999

Years registered · 27

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

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Frequently Asked Questions

What services does Terrence Kwock Hing Lee offer?

Terrence Kwock Hing Lee specializes in Investment Management, Wealth Management.

What are Terrence Kwock Hing Lee's credentials?

Terrence Kwock Hing Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terrence Kwock Hing Lee located?

Terrence Kwock Hing Lee is based in HONOLULU, Hawaii, last registered with LEE FINANCIAL GROUP HAWAII, INC..

How does Terrence Kwock Hing Lee charge for services?

Terrence Kwock Hing Lee'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.

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