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EC

Eddy Chou

Some features on this profile are disabled
CRD#: 4685418
EC

Professional summary

Eddy Chou was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Eddy is a previously registered financial professional and started their career in finance in 2005. Prior to being barred, Eddy had worked at 3 firms, which includes INSPIRE ADVISORS LLC, AMERIPRISE FINANCIAL SERVICES LLC, WELLS FARGO CLEARING SERVICES LLC.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Eddy C. Chou | Eddy C Chou

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) Outside Employment; Lowell High School Track & Field Team; Assistant Coach; San Francisco, CA 94132; Not investment related; Jan 2017; 60+ hours per month; 0 during trading hours. 2) 05/2006 Independent Licensed insurance Agent; Investment Related; Fremont, CA; life, variable contracts, and accident & health

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 9, 2021 - May 10, 2022

INSPIRE ADVISORS, LLC

RIA
CRD#: 300279
Fremont, CA
Past

November 30, 2018 - May 14, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
San Francisco, CA
Past

November 30, 2018 - May 14, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
San Francisco, CA
Past

February 17, 2017 - December 3, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SAN FRANCISCO, CA
Past

December 5, 2016 - December 3, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SAN FRANCISCO, CA
Past

March 30, 2005 - August 16, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SAN JOSE, CA
Past

February 15, 2005 - August 16, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SAN JOSE, CA

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/17/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/5/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 2/23/2009
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 7/16/2008
General Securities Sales Supervisor - General Module 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#: 300279

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