Falists
← Back to search

ROBERTA LEE-DRISCOLL

CRD 117263

1188 BISHOP STREET, SUITE 1207, HONOLULU, HI, 96813, United States

Phone

808-524-6823

Fax

808-524-7317

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

2 total employees; 0 advisory reps

Clients

11-25

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2022-06-22

Disciplinary history

No

Services

Financial planningSelection of other advisersEducational seminars

Official SEC filing: View on IAPD