Scott
Harlan

Inspire Advisors, LLC

CRD#7183368
Investment Advisor
in Meridian, ID

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About this Advisor

Scott Harlan is a financial advisor who works out of Meridian, Idaho with a total of 1 year of industry experience. Harlan is an employee of Inspire Advisors, LLC. Throughout their career, they have worked at Fiduciary Capital, Inc, Richlife Advisors LLC, Suntrust Banks, Inc, Wells Fargo Bank, N.A, Chickfila and Inspire Advisors, LLC. Harlan holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Georgia. Inspire Advisors, LLC is a financial advisory business that has its headquarters in Meridian, ID. The company has offices in 23 locations and a total of 29 people on staff. It handles $521 million in assets under management across its 4,228 accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 4,228 accounts, just 6% are held by high-net-worth clients who have greater than $1 million in investable assets. Inspire Advisors, LLC offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules typically vary depending on which service is offered. Fees billed by Inspire Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

3597 E Monarch Sky Ln Suite 330
Meridian, ID 83646

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Inspire Advisors, LLC Brokerage Details

Total Assets Under Management

$520,780,003

ID Average: $655,107,610
Total Number of Employees

29

ID Average: 12
Total Number of Accounts

4,228

ID Average: 770
Average Account Size

$123,174

ID Average: $850,789

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Scott Harlan Work History

Scott has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Inspire Advisors, LLC

2019 - 2022 (3 years)

Fiduciary Capital, Inc

2019 - 2022 (3 years)

Richlife Advisors LLC

2018 - 2019 (1 year)

Suntrust Banks, Inc

2013 - 2018 (5 years)

Wells Fargo Bank, N.A

2011 - 2014 (3 years)

Chickfila

*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 Scott Harlan 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

Eric Boyum
Caldwell, ID
David Eck
Meridian, ID
Luke Andrews
Meridian, ID
Andrew Lehman
Columbus, OH
Beau Zumbusch
Buffalo, MN
Alexander Lentine
Grand Rapids, MI
Joseph Allen
Largo, FL
Larry Eggers
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.

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