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Pauleen M Young

LEPHEW FINANCIAL SERVICES, INC.·ROCK HILL, South Carolina
Unclaimed Profile
452 LAKESHORE PARKWAY, ROCK HILL, SC 29730CRD# 4935525Firm CRD# 133826
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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# 4935525
Firm CRD# 133826
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Other advisors in ROCK HILL
Ronald Hubert Burkett — BURKETT FINANCIAL SERVICES, LLCPhillip Kevin Smiley — BURKETT FINANCIAL SERVICES, LLCMax Lee Cummings — BURKETT FINANCIAL SERVICES, LLCJr Larry Montague — BURKETT FINANCIAL SERVICES, LLCDonald Herbert Burkett — BURKETT FINANCIAL SERVICES, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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