Unclaimed Profile

Pauleen M Young

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

Clean recordLEPHEW FINANCIAL SERVICES, INC.

452 LAKESHORE PARKWAY, ROCK HILL, SC 29730CRD# 4935525Firm CRD# 133826

Profile Verification

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

Identity

Pauleen M Young · ROCK HILL, SC

Registration

CRD #4935525 · LEPHEW FINANCIAL SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Pauleen M Young 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Pauleen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Pauleen is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

LEPHEW FINANCIAL SERVICES, INC.

AUM

$205M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEPHEW FINANCIAL SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4935525

Firm CRD# 133826

View on FINRA BrokerCheck →

Looking for a financial advisor in ROCK HILL?

Browse all registered financial advisors in ROCK HILL, South Carolina or claim this profile if it's yours.

Browse ROCK HILL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Pauleen M Young offer?

Pauleen M Young specializes in Financial Planning, Investment Management. Contact their office in ROCK HILL, South Carolina for a consultation.

What are Pauleen M Young's credentials?

Pauleen M Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Pauleen M Young located?

Pauleen M Young 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 Pauleen M Young charge for services?

Pauleen M Young'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →