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Shawn Patrick Bennett

Investment adviser representative at Inspire Advisors, LLC
29 yearsExperience
1 stateRegistered in
$1.3BFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

29 years in the industry.

  1. Inspire Advisors, LLCFeb 2024 to now
  2. Inspire Advisors, LLC dba Your Financial LegacyFeb 2024 to now
  3. AgiaDec 2022 to now
  4. Valic Financial Advisors, Inc.Sep 1997 to Feb 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022
  • Series 63 · Uniform Securities Agent State Law2022

State registrations

Registered as an investment adviser representative in 1 state (FL).

Inspire Advisors, LLC

$1.3BAssets managed
3,536Clients
76Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2622451
Firm CRD
300279
Advisor's SEC record (opens in a new tab)
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