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Adam K. Ferguson

INSPIRE ADVISORS
Gainesville,, FL 32605
Some features on this profile are disabled
CRD#: 1983589
AF

Professional summary

Adam Keith Ferguson is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Gainesville,, Florida.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Adam has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
08/2010 Independent Licensed insurance Agent; Investment Related; Florida; Life Including Variable Annuity/Health

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Keith Ferguson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 18, 2025 - Present

INSPIRE ADVISORS, LLC

Office #1: 2114 Nw 40 Terrace Suite D-1, Gainesville,, FL 32605
RIA
CRD#: 300279
Gainesville,, FL
Past

May 13, 2022 - February 10, 2025

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
Alachua, FL
Past

April 28, 2022 - February 10, 2025

MISSIONSQUARE INVESTMENT SERVICES

BD
CRD#: 23189
WASHINGTON, DC
Past

February 17, 2022 - April 6, 2022

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
Alachua, FL
Past

February 10, 2022 - April 6, 2022

MISSIONSQUARE INVESTMENT SERVICES

BD
CRD#: 23189
WASHINGTON, DC
Past

January 14, 2022 - January 24, 2022

CAPITAL ANALYSTS

RIA
CRD#: 162200
Tallahassee, FL
Past

January 11, 2022 - January 24, 2022

LINCOLN INVESTMENT

RIA
CRD#: 519
Tallahassee, FL
Past

January 10, 2022 - January 24, 2022

LINCOLN INVESTMENT

BD
CRD#: 519
Tallahassee, FL
Past

October 3, 2002 - January 10, 2022

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
ALACHUA, FL
Past

January 27, 1999 - January 10, 2022

MISSIONSQUARE INVESTMENT SERVICES

BD
CRD#: 23189
WASHINGTON, DC
Past

April 10, 1996 - February 5, 1997

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

November 20, 1991 - May 6, 1997

PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY

BD
CRD#: 7315
PALM BEACH GARDENS, FL
Past

December 18, 1989 - July 8, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

December 18, 1989 - July 8, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | HOFFMAN WEALTH MANAGEMENT GROUP | FIDELIS FINANCIAL

CRD#: 300279 / SEC#: 801-114673

RIA
Registered Investment Advisory firm - (2/8/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(2/18/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/18/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/21/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/15/1989
Investment Company Products/Variable Contracts Representative Examination

Current Firm

IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | HOFFMAN WEALTH MANAGEMENT GROUP | FIDELIS FINANCIAL

CRD#: 300279 / SEC#: 801-114673

RIA
Registered Investment Advisory firm - (2/8/2019 Approved)
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Contact information

Main Address
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
Mailing Address
Phone number
(877) 859-6383
Established
Firm type
Fiscal year end
# of Employees
46

SEC notice filing (43 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INSPIRE ADVISORS, LLC ADV BROCHURE (11/10/2025)

Regulatory assets under management

Total Number of Accounts8,363
AUM (Assets Under Management)$ 1,033,380,628

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INSPIRE ADVISORS, LLC

CRD#: 300279Gainesville,, FL 32605

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