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).

Current Firm Details
650 San Benito St., Ste. 130, Hollister, CA 95023
https://inspireinvesting.com
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, financial advisor Plano TX
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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