Terry Lee

Chief Executive Officer at Lee Financial Group Hawaii, Inc.

Finance

Consumer Services

Profile

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.

Terry Lee 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.	Chief Executive Officer	1987-12-31

All active positions of Terry Lee

Training of Terry Lee

University of Hawai'i at Hilo

Undergraduate Degree

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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