Kathy Lum

Portfolio Manager-Aktien bei

Retirement Planning Group LLC

Finance

Profil

Ms. Kathy L.
Lum is a Senior Wealth Manager at The Retirement Planning Group LLC.
She has over 20 years of industry experience.
Ms. Lum was previously employed as a Vice President & Senior Wealth Manager by Lee Financial Group Hawaii, Inc. and a Principal by Charles Schwab & Co., Inc.

Aktive Positionen von Kathy Lum

Unternehmen	Position	Beginn
Retirement Planning Group LLC Retirement Planning Group LLC Investment ManagersFinance Provides investment advice	Portfolio Manager-Aktien	01.05.2024

Alle aktiven Positionen von Kathy Lum

Ehemalige bekannte Positionen von Kathy Lum

Unternehmen	Position	Ende
Lee Financial Group Hawaii, Inc. Lee Financial Group Hawaii, Inc. Investment ManagersFinance LFG invests in companies located in Hawaii. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions.	Portfolio Manager-Aktien	01.05.2024
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Corporate Officer/Principal	-

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Erfahrungen
Besetzte Positionen

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Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

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Frau

Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Private Unternehmen	3
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Finance
Lee Financial Group Hawaii, Inc. Lee Financial Group Hawaii, Inc. Investment ManagersFinance LFG invests in companies located in Hawaii. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions.	Finance
Retirement Planning Group LLC Retirement Planning Group LLC Investment ManagersFinance Provides investment advice	Finance