Kathy Lynn Lum

Portfolio Manager-Equities at Lee Financial Group Hawaii, Inc.

Finance

Profile

Ms. Kathy L.
Lum is a Vice President & Senior Wealth Manager at Lee Financial Group Hawaii, Inc. She has been with Lee Financial Group Hawaii since February 2005 and has over 30 years of experience in the financial services industry.
Before joining LFG, she managed the Kahala branch of Charles Schwab.
She is a series 7, 63, and 65 FINRA registered representative, and a State of Hawaii Life and Health Insurance producer.

Kathy Lynn Lum active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	2005-01-31

All active positions of Kathy Lynn Lum

Former positions of Kathy Lynn Lum

Companies	Position	End
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.	Corporate Officer/Principal	-

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Private companies	2
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
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.	Finance