Andrew James Lehman
Investment adviser representative at Inspire Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Inspire Advisors, LLCNov 2021 to now
- Inspire Advisors, LLC dba Inspire Advisors - Upward ManagementNov 2021 to now
- Financial Engines Advisors L.L.C.Nov 2018 to Nov 2021
- Edelman Financial Services, LLCAug 2016 to Nov 2018
- Ef Legacy Securities, LLCAug 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 5706352
- Firm CRD
- 300279