Anita Loy, financial advisor Louisville KY

Anita Loy

CRD Number: 4608143
Current Firm: Inspire Private Wealth Management

Anita Loy (CRD# 4608143) is an Investment Advisor Representative working at Inspire Private Wealth Management in Louisville, KY and has over 21 years of experience in the finance industry. Anita Loy 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.

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Professional Designations
Company Name Location Dates Years
Ipwm, Llc D/b/a Inspire Private Wealth Management Louisville, KY Feb 2021 - Current 3
Inspire Private Wealth Management, LLC Louisville, KY Sep 2013 - Current 10
Money Concepts Capital Corp Louisville, KY Nov 2002 - Dec 2021 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Anita M. Loy
Phone Number: 502-883-3036
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $392,208
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

KY

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