Herling Lee (CRD# 2893156) is an Investment Advisor Representative working at Rcm Advisory in Kaneohe, HI and has over 26 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Office Of Hawaiian Affairs | Honolulu, HI | Dec 2020 - Current | 3 |
| Kamehameha Schools Endowment | Honolulu, HI | Mar 2004 - Oct 2020 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- HI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
HI
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