Lephew Financial Services, Inc.

Lephew Financial Services, Inc. (CRD# 133826) is a financial advisory firm headquartered in Rock Hill, SC. They manage $177,563,727 in 675 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    675
    ACCOUNTS
  • Average Account Value
    $263,057
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TN, TX

Financial Advisors at Lephew Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Marsha G. Lephew
CRD#: 4900859
452 Lakeshore Parkway, Suite 115, Rock Hill, SC 29730
96
Wealthminder
score

Marsha Lephew (CRD# 4900859) is an Investment Advisor Representative working at Lephew Financial Services, Inc. in Rock Hill, SC and has over 18 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.

2
Sarah L. Lephew
CRD#: 6095612
452 Lakeshore Parkway, Suite 115, Rock Hill, SC 29730
93
Wealthminder
score

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.

3
Michelle L. Guissinger
CRD#: 6095591
452 Lakeshore Parkway, Suite 115, Rock Hill, SC 29730
90
Wealthminder
score

Michelle Guissinger (CRD# 6095591) is an Investment Advisor Representative working at Lephew Financial Services, Inc. in Rock Hill, SC and has 1 year of experience in the finance industry. Michelle Guissinger 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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