Kathy Lynn Lum is an investment adviser representative (IAR) with state registration records since 1999, appearing at 3 firms. Currently registered with THE RETIREMENT PLANNING GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE RETIREMENT PLANNING GROUP, LLC | 2024-05-28 | present | Yes |
| LEE FINANCIAL GROUP HAWAII, INC. | 2005-02-28 | 2024-05-29 | — |
| CHARLES SCHWAB & CO., INC. | 1999-12-01 | 2005-01-06 | — |