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AS

Alex M. Santillan

INSPIRE ADVISORS
Spring Hill, FL
Some features on this profile are disabled
CRD#: 6332539
AS

Professional summary

Alex Miguel Santillan is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Spring Hill, Florida.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Alex has worked at 7 firms and has passed the Series 66, 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Miguel Santillan's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 24, 2026 - Present

INSPIRE ADVISORS, LLC

RIA
CRD#: 300279
Spring Hill, FL
Past

April 4, 2022 - February 24, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
FLORAL CITY, FL
Past

March 28, 2022 - February 24, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
FLORAL CITY, FL
Past

January 6, 2022 - March 14, 2022

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
BRANDON, FL
Past

January 5, 2022 - March 14, 2022

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
BRANDON, FL
Past

October 2, 2020 - December 23, 2021

HANCOCK WHITNEY INVESTMENT SERVICES INC.

RIA
CRD#: 40637
CLEARWATER, FL
Past

October 1, 2020 - December 23, 2021

HANCOCK WHITNEY INVESTMENT SERVICES INC.

BD
CRD#: 40637
CLEARWATER, FL
Past

April 1, 2019 - October 13, 2020

NAVY FEDERAL INVESTMENT SERVICES, LLC

RIA
CRD#: 138459
ST. Marys, GA
Past

November 9, 2018 - October 13, 2020

NAVY FEDERAL INVESTMENT SERVICES, LLC

BD
CRD#: 138459
ST. Marys, GA
Past

September 22, 2016 - September 10, 2018

BBVA SECURITIES INC.

BD
CRD#: 27060
PONTE VEDRA BEACH, FL
Past

August 1, 2014 - September 9, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
JACKSONVILLE, 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 | WELLSPRING FINANCIAL | 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 | FREEDOM QUEST FINANCIAL SOLUTIONS | FIDELIS FINANCIAL | CITY 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
(2/24/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/28/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/3/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/10/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/6/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/1/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | WELLSPRING FINANCIAL | 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 | FREEDOM QUEST FINANCIAL SOLUTIONS | FIDELIS FINANCIAL | CITY 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#: 300279Spring Hill, FL

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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