Marsha Lephew, financial advisor Rock Hill SC

Marsha Lephew

CRD Number: 4900859
Current Firm: Wealth Enhancement Advisory Services, LLC

Marsha Lephew (CRD# 4900859) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Rock Hill, SC and has over 24 years of experience in the finance industry. Marsha Lephew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealth Enhancement Group Rock Hill, SC Nov 2021 - Current 2
Wealth Enhancement Advisory Services Rock Hill, SC Nov 2021 - Current 2
Carroll Financial Associates Inc. Charlotte, NC Jun 2019 - Nov 2021 2
Lephew Financial Services, Inc. Rock Hill, SC Jun 1999 - Jun 2019 20
Knoble, Lephew & Associates, LLP Rock Hill, SC Jan 2014 - Aug 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Marsha G. Lephew
Phone Number: 763-417-1700
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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