Inspire

Inspire (CRD# 171988) is a financial advisory firm headquartered in Hollister, CA. They manage $55,846,936 in 374 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $149,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • 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.

CA, HI, IN, KY, LA, MI, MO, OH, OK, TN, TX, VA

Financial Advisors at Inspire
Showing 1 - 8 of 8 top financial advisors.
1
Brian K. Cohoon
CRD#: 2285792
Louisville, KY
96
Wealthminder
score

Brian Cohoon (CRD# 2285792) is an Investment Advisor Representative working at Inspire in Louisville, KY and has over 25 years of experience in the finance industry. Brian Cohoon 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
Carlos Lopez
CRD#: 2528941
5048 Tennyson Parkway, Suite 250, Plano, TX 75024
93
Wealthminder
score

Carlos Lopez (CRD# 2528941) is an Investment Advisor Representative working at Inspire in Plano, TX and has over 23 years of experience in the finance industry.

3
Robert J. Netzly
CRD#: 5563421
650 San Benito St., Ste. 130, Hollister, CA 95023
93
Wealthminder
score

Robert Netzly (CRD# 5563421) is an Investment Advisor Representative working at Inspire in Hollister, CA and has over 9 years of experience in the finance industry.

4
Roberto A. Valderrama
CRD#: 5758583
725 Cool Springs Blvd., Suite 600, Franklin, TN 37067
93
Wealthminder
score

Roberto Valderrama (CRD# 5758583) is an Investment Advisor Representative working at Inspire in Franklin, TN and has over 6 years of experience in the finance industry.

5
Joseph H. Verissimo
CRD#: 5514835
650 San Benito St., Ste. 130, Hollister, CA 95023
93
Wealthminder
score

Joseph Verissimo (CRD# 5514835) is an Investment Advisor Representative working at Inspire in Hollister, CA and has over 9 years of experience in the finance industry.

6
Jared E. Williams
CRD#: 5797392
208 Sunset Dr., Suite 101, Johnson City, TN 37604
93
Wealthminder
score

Jared Williams (CRD# 5797392) is an Investment Advisor Representative working at Inspire in Johnson City, TN and has over 7 years of experience in the finance industry.

7
Aaron D. Moon
CRD#: 6220670
650 San Benito St., Ste. 130, Hollister, CA 95023
90
Wealthminder
score

Aaron Moon (CRD# 6220670) is an Investment Advisor Representative working at Inspire in Hollister, CA and has over 4 years of experience in the finance industry.

8
Darrell W. Jayroe
CRD#: 2406807
650 San Benito St., Ste. 130, Hollister, CA 95023
86
Wealthminder
score

Darrell Jayroe (CRD# 2406807) is an Investment Advisor Representative working at Inspire in Hollister, CA and has over 24 years of experience in the finance industry. Darrell Jayroe 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.