Unclaimed Profile

Marsha Garvin Lephew

LEPHEW FINANCIAL SERVICES, INC.·ROCK HILL, South Carolina

Series 65Clean record21 years registeredLEPHEW FINANCIAL SERVICES, INC.

452 LAKESHORE PARKWAY, ROCK HILL, SC 29730CRD# 4900859Firm CRD# 133826

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marsha Garvin Lephew · ROCK HILL, SC

Registration

CRD #4900859 · LEPHEW FINANCIAL SERVICES, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEPHEW FINANCIAL SERVICES, INC.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Dec 2021 – Jun 2024

Rock Hill, SC

CARROLL FINANCIAL ASSOCIATES INC

Jun 2019 – Dec 2021

ROCK HILL, SC

LEPHEW FINANCIAL SERVICES, INC.

Jan 2005 – Jun 2019

ROCK HILL, SC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 13, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEPHEW FINANCIAL SERVICES, INC.

CRD 133826 · SEC 801-63822

AUM

$205M

Regulatory assets under management

Employees

691 client accounts

Services offered by LEPHEW FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEPHEW FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Marsha Garvin Lephew offer?

Marsha Garvin Lephew specializes in Financial Planning, Investment Management.

What are Marsha Garvin Lephew's credentials?

Marsha Garvin Lephew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marsha Garvin Lephew located?

Marsha Garvin Lephew is based in ROCK HILL, South Carolina, last registered with LEPHEW FINANCIAL SERVICES, INC..

How does Marsha Garvin Lephew charge for services?

Marsha Garvin Lephew's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEPHEW FINANCIAL SERVICES, INC.?

LEPHEW FINANCIAL SERVICES, INC. has approximately 7 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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