PM
Paul R. Mcwilliams
INSPIRE ADVISORS
Kailua, HI
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CRD#: 6258785
PM
Professional summary
Paul Richard Mcwilliams, who also goes by Paul Mcwilliams, is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Kailua, Hawaii.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Paul has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Mcwilliams
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)10/2020 Amway ; Independent Business Owner ; non-investment related ; 409 Kaimake Loop, Kailua, HI 96734 ; Distributing and retailing Amway products and services ; Approximately 20 hours a month/ Zero hours during securities trading hours ;Growing and educating people about business, products and services. (2) 5/2021 TURO ; Car Rental/Car Owner ; non-investment related ; 409 Kaimake Loop, Kailua, HI 96734 ; Approximately 1 to 2 hours per month/ Less than 1 hour per week during securities trading hours; Provide a clean car for renters, pick up and drop off services (3) ) 3/2022 Mobile Golf Hawaii, LLC; Golf equipment event rental/Owner/Member; non-investment related ; 409 Kaimake Loop, Kailua, HI 96734 ; Approximately 4 hours per month/ 0 during securities trading hours; All components of the business
CRS (Client Relationship Summary) - RIA
Click below to view Paul Richard Mcwilliams'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®
NoneExperience
Current
December 23, 2020 - Present
INSPIRE ADVISORS, LLC
RIA
CRD#: 300279
Kailua, HI
Past
November 1, 2018 - December 22, 2020
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
KAILUA, HI
Past
November 1, 2018 - December 22, 2020
FSC SECURITIES CORPORATION
BD
CRD#: 7461
KAILUA, HI
Past
December 13, 2016 - October 31, 2018
PLANMEMBER SECURITIES CORPORATION
RIA
CRD#: 11869
MILILANI, HI
Past
May 2, 2016 - October 31, 2018
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
MILILANI, HI
Past
May 10, 2014 - April 25, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
HONOLULU, HI
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
Hawaii(12/23/2020)
IAR
Texas(6/22/2021)
Exams
State Security Law Exam
State Security Law 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.
