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Anita M. Loy

INSPIRE PRIVATE WEALTH MANAGEMENT
LOUISVILLE, KY 40299
Some features on this profile are disabled
CRD#: 4608143
AL

Professional summary

Anita Marie Loy, CFP® is a registered financial advisor currently at INSPIRE PRIVATE WEALTH MANAGEMENT located in Louisville, Kentucky.

Anita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Anita has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 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.
1. LICENSED INSURANCE PRODUCER, INVESTMENT RELATED, 1717 ALLIANT AVENUE, LOUISVILLE KY, STARTED IN FEBRUARY 2003, LESS THAN 10% OF TIME EACH MONTH, LESS THAN 10% OF TIME DURING SECURITIES TRADING HOURS. 2. ADULT EDUCATION INSTRUCTOR, VARIOUS COLLEGES AND UNIVERSITIES, TEACHING AND COACHING, STARTED IN OCTOBER 2011, LESS THAN 10% OF TIME EACH MONTH, LESS THAN 10% OF TIME DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anita Marie Loy'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®

Certified Financial Planner

Start date: 2007

Experience

Current

December 10, 2021 - Present

INSPIRE PRIVATE WEALTH MANAGEMENT

Office #1: 1717 Alliant Avenue Suite 8, Louisville, KY 40299
RIA
CRD#: 314961
LOUISVILLE, KY
Past

January 10, 2003 - December 16, 2021

MONEY CONCEPTS CAPITAL CORP

RIA
CRD#: 12963
LOUISVILLE, KY
Past

December 10, 2002 - December 16, 2021

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
LOUISVILLE, KY

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
Kentucky
(12/10/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/28/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/21/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/9/2002
General Securities Representative Examination

Current Firm

IP
INSPIRE PRIVATE WEALTH MANAGEMENT
INSPIRE PRIVATE WEALTH MANAGEMENT | IPWM, LLC

CRD#: 314961 / SEC#:

Kentucky
Registered Investment Advisory firm - (12/10/2021 Approved)
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Contact information

Main Address
1717 Alliant Ave Suite 8, Louisville, KY 40299
Mailing Address
Phone number
(502) 883-3036
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts61
AUM (Assets Under Management)$ 23,906,395

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 PRIVATE WEALTH MANAGEMENT

CRD#: 314961Louisville, KY 40299

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