Sarah LephewCRD Number: 6095612
Current Firm: Lephew Financial Services, Inc.
Sarah Lephew (CRD# 6095612) is an Investment Advisor Representative working at Lephew Financial Services, Inc. in Rock Hill, SC and has over 4 years of experience in the finance industry. Sarah 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.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Lephew Financial Services, Inc.||Rock Hill, SC||Jan 2011 - Current||7|
|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|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
Total Assets Under Management178MILLIONS
Total Number of Accounts675ACCOUNTS
Average Account Value$263,057
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, NC, SC, TN, TX