Andrew James Lehman

CFP

Inspire Advisors, LLC

16 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Inspire Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

54 advisors

Number of Clients

3,809 clients

Average Client Portfolio

$271K average

Assets Under Management

$1.0B

Fee Structure

Location

355 E. Campus View Blvd., Suite 290, Columbus, OH, 43235

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Andrew is an independent licensed insurance agent since 2009, selling life, health, and accident insurance. This activity is investment-related.

Employment History

Current Registrations

Inspire Advisors, LLC

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

Financial Engines Advisors L.L.C.

November 2018 - November 2021 · 3 yrs

Edelman Financial Services, LLC

August 2016 - November 2018 · 2 yrs 3 mos

Ef Legacy Securities, LLCBroker

August 2016 - October 2018 · 2 yrs 2 mos

Hamilton Capital Management INC

June 2015 - August 2016 · 1 yr 2 mos

Edelman Financial Services LLC

February 2012 - May 2015 · 3 yrs 3 mos

Sanders Morris Harris INC.Broker

January 2012 - May 2015 · 3 yrs 4 mos

Key Investment Services LLCBroker

November 2011 - January 2012 · 2 mos

Chase Investment Services CORP.

February 2010 - October 2011 · 1 yr 8 mos

Chase Investment Services CORP.Broker

February 2010 - October 2011 · 1 yr 8 mos

Creative Financial Solutions, LLC

October 2009 - February 2010 · 4 mos

Wrp Investments, INC.Broker

August 2009 - January 2010 · 5 mos

State Registrations2 states

OHTX

Advisor

Exams

No exam information available for this advisor.