Terry Lee
Chief Executive Officer at Lee Financial Group Hawaii, Inc.
Terry Lee active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | 01/01/1988 | - |
| Chief Investment Officer | 01/01/1988 | - | |
| Founder | 01/01/1988 | - | |
| Investment Committee Member | 01/01/1988 | - | |
| Portfolio Manager-Fixed Income | 01/01/1988 | - | |
| President | 01/01/1988 | - |
Career history of Terry Lee
Training of Terry Lee
| University of Hawai'i at Hilo | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
| Founder | 1 |
Sectoral
| Consumer Services | 2 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
- Stock Market
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- Experience
