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Marsha Garvin Lephew

LEPHEW FINANCIAL SERVICES, INC.·ROCK HILL, South Carolina
Clean recordLEPHEW 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marsha Garvin Lephew is a registered financial advisor based in ROCK HILL, South Carolina, affiliated with LEPHEW FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEPHEW FINANCIAL SERVICES, INC.
LEPHEW FINANCIAL SERVICES, INC.
AUM
$205M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LEPHEW FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4900859
Firm CRD# 133826
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marsha Garvin Lephew offer?
Marsha Garvin Lephew specializes in Financial Planning, Investment Management. Contact their office in ROCK HILL, South Carolina for a consultation.
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, working with LEPHEW FINANCIAL SERVICES, INC.. Their office serves clients in the ROCK HILL metropolitan area and surrounding communities.
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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Other Advisors at LEPHEW FINANCIAL SERVICES, INC.

Pauleen M Young
ROCK HILL, SC

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Research
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