Terry Lee
Algemeen Directeur bij Lee Financial Group Hawaii, Inc.
Profiel
Mr. Terrence K.
Lee is a President & Chief Executive Officer at Lee Financial Group Hawaii, Inc. He established Lee Financial Group Hawaii, Inc. in 1988
Prior to founding Lee Financial Group, he worked as a financial consultant for Merrill Lynch.
He is a former NASD arbitrator and is a past president of the Hawaii chapter of the Securities Industry Association.
He has also served on the Easter Seals Hawaii Board of Directors and on the Leadership Council of the American Diabetes Association-Hawaii.
He is a graduate of Punahou School and received his BBA from the University of Hawaii College of Business.
Actieve functies van Terry Lee
| Bedrijven | Functie | Begin |
|---|---|---|
Lee Financial Group Hawaii, Inc.
 Lee Financial Group Hawaii, Inc. Investment ManagersFinance Lee Financial Group Hawaii, Inc. (LFG) is an independent, SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm was founded by Terrence K.H. Lee in 1988 as Lee Financial Group, Inc. LFG provides portfolio management services to individuals, trusts, estates, high-net-worth individuals, corporations and other business entities, pension and profit-sharing accounts, charitable institutions, foundations, endowments, governments/municipalities, and a registered investment company. | Algemeen Directeur | 01-01-1988 |
Opleiding van Terry Lee
| University of Hawai'i at Hilo | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Lee Financial Group Hawaii, Inc.
Lee Financial Group Hawaii, Inc. Investment ManagersFinance Lee Financial Group Hawaii, Inc. (LFG) is an independent, SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm was founded by Terrence K.H. Lee in 1988 as Lee Financial Group, Inc. LFG provides portfolio management services to individuals, trusts, estates, high-net-worth individuals, corporations and other business entities, pension and profit-sharing accounts, charitable institutions, foundations, endowments, governments/municipalities, and a registered investment company. | Finance |
