Sarah Mickle, financial advisor Rock Hill SC
92 score

Sarah Mickle

CRD Number: 6095612
Current Firm: Lephew Financial Services, Inc.

Sarah Mickle (CRD# 6095612) is an Investment Advisor Representative working at Lephew Financial Services, Inc. in Rock Hill, SC and has over 3 years of experience in the finance industry. Sarah Mickle 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
Lephew Financial Services, Inc. Rock Hill, SC Jan 2011 - Current 5
Marsha G. Lephew, Cpa, Pc. Rock Hill, SC Jan 2011 - Dec 2013 2
Mountain Island Chiropractic Charlotte, NC Oct 2010 - Jan 2011 < 1
American Red Cross Charlotte, NC Aug 2010 - Nov 2010 < 1
Clemson University Clemson, SC Aug 2006 - May 2010 3
Northwestern High School Rock Hill, SC Jul 2002 - Aug 2006 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Sarah L. Mickle
Phone Number: 803-329-5125
Firm Website: http://www.lephew.com
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    156
    MILLIONS
  • Total Number of Accounts
    606
    ACCOUNTS
  • Average Account Value
    $257,573
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA, NC, SC, TX

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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