Inspire

Inspire (CRD# 171988) is a financial advisory firm headquartered in Hollister, CA. They manage $24,138,134 in 221 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $109,222
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
  • 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, OH, TN, TX

Financial Advisors at Inspire
Showing 1 - 1 of 1 top financial advisors.
1
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 22 years of experience in the finance industry.

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