Penny Jean Paugh
Investment adviser representative at Inspire Advisors, LLC
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.3BFirm assets
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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
14 years in the industry.
- Inspire Advisors, LLCJan 2026 to now
- Inspire Advisors, LLC dba Inspire Advisors - Lake NormanDec 2025 to now
- Cwm, LLC dba Carson WealthMar 2018 to Dec 2025
- Cetera Advisor Networks LLCMar 2018 to Dec 2018
- Ifg Advisory, LLCJan 2015 to Mar 2018
- LPL Financial LLCOct 2012 to Mar 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2756025
- Firm CRD
- 300279