DM
Derek O. Mauldin
INSPIRE ADVISORS
Dillsburg, PA 17019
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CRD#: 7189027
DM
Professional summary
Derek Orion Mauldin is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Dillsburg, Pennsylvania.
Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Derek has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
1) MECHANICSBURG BRETHREN IN CHRIST CHURCH POSITION: Treasurer NATURE: Mechanicsburg Brethren in Christ Church is a religious charitable organization. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: 1050 South York St., Mechanicsburg PA 17055, United States DESCRIPTION: At Mechanicsburg Brethren in Christ Church my primary responsibilities as volunteer Treasurer include writing checks to pay bills and reimburse expenses, doing payroll, doing journal entries, providing reports to pastors, entering credit card transactions in to the general journal, and giving report to the Board of Trustees. I am not the sole signer of checks or sole name on any account. This is a volunteer position. 2.) Licensed Insurance Agent; Start Date: 12/2019; independent insurance agent - accident & health or sickness, variable life and variable annuity, and life; CO, DE, FL, KY, MS, NC, PA, VT, VI, WV 3) IN HIM CHRISTIAN WELLNESS POSITION: Board Member NATURE: non-profit Christian counseling agency addressing mental health from a holistic perspective INVESTMENT RELATED: No NUMBER OF HOURS per month: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/4/2024 ADDRESS: 635 N 12th St., Suite 101, Lemoyne, PA 17043 DESCRIPTION : Attend board meetings / events
CRS (Client Relationship Summary) - RIA
Click below to view Derek Orion Mauldin'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
May 19, 2023 - Present
INSPIRE ADVISORS, LLC
Office #1: 124 W Harrisburg St., Dillsburg, PA 17019RIA
CRD#: 300279
Dillsburg, PA
Past
February 27, 2020 - May 26, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Dillsburg, PA
Past
February 12, 2020 - May 26, 2023
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Dillsburg, PA
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
Pennsylvania(5/19/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/12/2020
General Securities Representative ExaminationGeneral 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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