Kathy Lynn Lum
Gestionnaire de Portefeuille-Actions chez Lee Financial Group Hawaii, Inc.
Postes actifs de Kathy Lynn Lum
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/02/2005 | - |
Historique de carrière de Kathy Lynn Lum
Anciens postes connus de Kathy Lynn Lum
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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 | - | - |
Statistiques
Internationale
| Etats-Unis | 3 |
Opérationnelle
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
Sectorielle
| Finance | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 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 |
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