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 based in Meridian, Idaho, working with Inspire Advisors, LLC. Scott has previously held positions at Fiduciary Capital, Inc, Richlife Advisors LLC, Suntrust Banks, Inc, Wells Fargo Bank, N.A, and Inspire Advisors, LLC. Scott has passed the Series 65 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Scott is part of Inspire Advisors, LLC, which operates out of Meridian, Idaho. The firm has 29 offices and 45 employees. The firm manages assets totaling $835.3 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Inspire Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 65

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

$835,309,154

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

45

ID Average: 12
Total Number of Accounts

2,857

ID Average: 770
Average Account Size

$292,373

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

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

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

Austin Walker
Meridian, ID
Paul Mcwilliams
Kailua, HI
Derek Mauldin
Meridian, ID
Eric Boyum
Caldwell, ID
Scott Harlan
Meridian, ID
David Eck
Meridian, ID
Johnathan Cunningham
Overton, TX
Luke Andrews
Meridian, ID

The content in this profile was updated by SmartAsset on 6/19/2024. 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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