CRD Number: 5706352
Current Firm: Inspire Advisors, LLC
Compensation Model: Fee Only
Andrew Lehman (CRD# 5706352) is an Investment Advisor Representative working at Inspire Advisors, LLC in Columbus, OH and has over 12 years of experience in the finance industry. Andrew Lehman 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 putclients' interests first and comply with the Financial Planning Practice Standards.
American Independent Securities Group, LLC
Eagle Strategies LLC
|Inspire Advisors, LLC||Meridian, ID||Nov 2021 - Current||< 1|
|Financial Engines Advisors LLC||Sunnyvale, CA||Nov 2018 - Nov 2021||3|
|Edelman Financial Services, LLC||Fairfax, VA||Aug 2016 - Nov 2018||2|
|Ef Legacy Securities, LLC||Henrico, VA||Aug 2016 - Oct 2018||2|
|Hamilton Capital Management Inc.||Columbus, OH||May 2015 - Jul 2016||1|
|Sanders Morris Harris Inc.||Houston, TX||Jan 2012 - May 2015||3|
|Edelman Financial Services LLC||Fairfax, VA||Jan 2012 - May 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management446MILLIONS
Total Number of Accounts1,497ACCOUNTS
Average Account Value$297,630
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MT, NC, ND, NE, NH, NV, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI
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