LA
Luke A. Andrews
INSPIRE ADVISORS
Largo, FL 33774
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CRD#: 6308713
LA
Professional summary
Luke Allen Andrews is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Largo, Florida.
Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Luke has worked at 3 firms and has passed the Series 65 exam.
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.) Charles Rutenberg Realty - Real Estate Sales - not investment related, 1545 South Belcher Road Clearwater, FL 33764, Realtor, 03/2012, 5 hours a month total devoted and 6 of those hours during security trading hours where I help personal friends/family/clients buy or sell their property. (2.) Luke Andrews LLC - 8/2014 Real Estate Investment/11/2024 Social Security Income Planning/3/2015 Annuity Insurance Agent, investment related, 103 Aleta Dr. Belleair Beach, Fl 33786: Real Estate property renovation, investor, 2 hours a mon total devoted and 1 of those hours are during security trading hours where I have partners who we find, buy & sell properties; Registered Social Security Analyst (RSSA); 4 hours a mon total devoted and 4 of those hours are during security trading hours providing social security income planning; Annuity Sales Rep; 1 hour a month and 1 hour during trading hours, assist clients choosing the right insurance or annuity for their family needs. (3.) Generation Mortgage Associates - Mortgage, not investment related, 10875 68th Ave N Ste C-2, Seminole, Fl 33772, Mortgage Broker, 03/2012, 10 hours a month devoted to mortgage and 9 of those hours are during security trading hours where I help referrals/past clients/family secure a mortgage for purchase or refinance. (4.) Generation Insurance - Property & Casualty Insurance, investment related, 10875 68th Ave N Ste C-2 Seminole, Fl 33772, Insurance Agent, 03/2012, 1 hour a month devoted to insurance sales and 1 hour is during security trading hours pass along leads to the insurance agency. (5.) Indian Rocks Baptist Church Foundation and Indian Rocks Christian School Foundation; not investment related; 12685 Ulmerton Rd, Largo, Fl 33774; Vice Chair/Foundation Committee Representative; 01/2018; 1 hour per quarter and 0 hour during trading hours; review previous meeting notes/quarterly Donor Advised Fund performance, suggest ideas to help attract donors to the 2 foundations, vote on foundation items and find missions to support to make a positive impact on the community and school (may present a conflict of interest)
CRS (Client Relationship Summary) - RIA
Click below to view Luke Allen Andrews'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
August 29, 2019 - Present
INSPIRE ADVISORS, LLC
Office #1: 12551 Indian Rocks Rd. Suite 4 & Suite 5, Largo, FL 33774RIA
CRD#: 300279
Largo, FL
Past
April 24, 2015 - August 27, 2019
BELLEAIR WEALTH MANAGEMENT, LLC
RIA
CRD#: 131666
BELLEAIR BLUFFS, FL
Past
April 2, 2014 - June 9, 2015
CROSSPLAN MONEY MANAGEMENT
RIA
CRD#: 129489
SEMINOLE, FL
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(8/29/2019)
IAR
Texas(11/30/2020)
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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Company Information
INSPIRE ADVISORS, LLC
CRD#: 300279Largo, FL 33774TRUST BUT VERIFY
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