Nora
Foley
Lee Financial Group Hawaii, Inc
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About this Advisor
Nora Foley is a financial advisor based in Honolulu, Hawaii with a total of 20 years of industry experience. Foley currently works for Lee Financial Group Hawaii, Inc. The advisor has gained experience at Lee Financial Securities, Inc, Lee Financial Group Hawaii, Inc and Lee Financial Recordkeeping, Inc. Foley maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Hawaii. Lee Financial Group Hawaii, Inc is an advisory business that has its headquarters in Honolulu, HI. It administers $335 million in assets under management between its 1,329 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,329 client accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a number of services, such as 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 charged by financial advisors usually vary depending on the services. However, fee types charged by Lee Financial Group Hawaii, Inc likely include 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
Nora Foley Work History
Nora has been registered as a financial advisor for 20 years.*
Lee Financial Recordkeeping, Inc
Lee Financial Securities, Inc
Lee Financial Group Hawaii, Inc
*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 Nora Foley 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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