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LEPHEW FINANCIAL SERVICES, INC.
LEPHEW FINANCIAL SERVICES, INC.
ROCK HILL, South Carolina
·
2 registered advisors
·
CRD# 133826
SEC# 801-63822
0
803-329-5125
01
Firm Overview
AUM
$205M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LEPHEW FINANCIAL SERVICES, INC.
2 registered advisors
Marsha Garvin Lephew
ROCK HILL, South Carolina
CRD# 4900859
Pauleen M Young
ROCK HILL, South Carolina
CRD# 4935525
05
Office Locations
ROCK HILL, South Carolina
2 advisors
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Data sourced from SEC Form ADV filings. LEPHEW FINANCIAL SERVICES, INC. (CRD# 133826) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.