Lee Ann
Matsuda
Lee Financial Group Hawaii, Inc
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About this Advisor
Lee Ann Matsuda is a financial advisor operating out of Honolulu, Hawaii, with 9 years of relevant experience. Matsuda is currently employed by Lee Financial Group Hawaii, Inc. Over the course of their career, they have held roles at Lee Financial Group Hawaii, Inc, Lee Financial Securities, Inc, Lee Financial Recordkeeping, Inc and Lm Enterprises LLC. Matsuda maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Hawaii. Lee Financial Group Hawaii, Inc is an advisory company that has its headquarters in Honolulu, HI. It manages $335 million in assets between its 1,329 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,329 client accounts, just 5% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice typically are based on which services the firm provides the client. Fees billed by Lee Financial Group Hawaii, Inc likely are comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lee Financial Group Hawaii, Inc Brokerage Details
$334,649,839
10
1,329
$251,806
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lee Ann Matsuda Work History
Lee Ann has been registered as a financial advisor for 9 years.*
Lee Financial Group Hawaii, Inc
Lee Financial Securities, Inc
Lee Financial Recordkeeping, Inc
Lm Enterprises LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lee Ann Matsuda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lee Financial Group Hawaii, Inc
Honolulu, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
Honolulu, HI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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