Drew Lehman, financial advisor Meridian ID

Drew Lehman

Inspire Advisors - Upward Management Group

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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Drew Lehman
By the Numbers
  • Total Assets Under Management
    446
    MILLIONS
  • Total Number of Accounts
    1,497
    ACCOUNTS
  • Average Account Value
    $297,630
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • Other
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.

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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BADGES
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Data verified by both the advisor and the public regulatory data.

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