KC
Keith O. Chandler
INSPIRE ADVISORS
Waxhaw, NC 28173
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CRD#: 2351638
KC
Professional summary
Keith Owen Chandler, CFP®, ChFC®, CLU® is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Waxhaw, North Carolina.
Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Keith has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
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.
1) 07/2020 - Inspire Tactical Balanced ESG ETF; Fund Manager; Investment Related; Hollister, CA; 30- 25+ during trading hours per month; tracking various asset classes associated with fund/adjustments to allocation based on trend following triggers
CRS (Client Relationship Summary) - RIA
Click below to view Keith Owen Chandler's 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®
CFP®
Start date: 2006
Experience
Current
April 17, 2019 - Present
INSPIRE ADVISORS, LLC
Office #1: 121 South Broome Street, Waxhaw, NC 28173Office #2: 624 Commerce Ave Suite B, Palmdale, CA 93551RIA
CRD#: 300279
Waxhaw, NC
Past
December 15, 1997 - April 16, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
PALMDALE, CA
Past
August 27, 1993 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 27, 1993 - April 16, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
PALMDALE, CA
Past
May 19, 1993 - December 31, 1993
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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
California(4/17/2019)
IAR
North Carolina(9/18/2020)
IAR
Texas(11/25/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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)
Regulatory assets under management
| Total Number of Accounts | 8,363 |
| AUM (Assets Under Management) | $ 1,033,380,628 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
