Andrew
Lehman
Inspire Advisors, LLC
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About this Advisor
Andrew Lehman is a certified financial planner who works out of Columbus, Ohio with a total of 2 years of industry experience. Lehman is an employee of Inspire Advisors, LLC. The advisor has gained experience at Sanders Morris Harris Inc, Edelman Financial Services LLC, Hamilton Capital Management Inc, Ef Legacy Securities, LLC, Edelman Financial Services, LLC, Financial Engines Advisors L.L.C and Inspire Advisors, LLC. Lehman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio. Inspire Advisors, LLC is a financial advisory firm operating out of Meridian, ID. The investment advisory business has offices in 23 locations and a total of 29 advisors. It manages $521 million in assets under management between its 4,228 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 4,228 client accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Inspire Advisors, LLC provides a broad range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees usually vary depending on which services the firm provides the client. However, fees billed by Inspire Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Inspire Advisors, LLC Brokerage Details
$520,780,003
29
4,228
$123,174
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Andrew Lehman Work History
Andrew has been registered as a financial advisor for 2 years.*
Inspire Advisors, LLC
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Edelman Financial Services, LLC
Hamilton Capital Management Inc
Sanders Morris Harris Inc
Edelman Financial Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Lehman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Inspire Advisors, LLC
Caldwell, ID
Meridian, ID
Columbus, OH
Meridian, ID
Buffalo, MN
Grand Rapids, MI
Largo, FL
Meridian, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
