Terrence Kwock Hing Lee
Professional Summary
Terrence Kwock Hing Lee, who also goes by Terrence Kwockhing Lee, was a registered financial advisor. Terrence was a previously registered financial professional and started their career in finance 1982 - 2024. Terrence had worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Terrence Kwockhing Lee
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
FIRST PACIFIC CAPITAL CORPORATION | NOT APPLICABLE | LEE FINANCIAL GROUP INC. | LEE FINANCIAL GROUP HAWAII, INC. | FIRST PACIFIC CORPORATION
Contact Information
Main Address
3113 Olu Street, Honolulu, HI 96816-1425Phone Number
(808) 988-8088# of Employees
10Regulatory Assets Under Management
Total Number of Accounts
1,247AUM (Assets Under Management)
$226,326,709Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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