Peter San
Investment adviser representative at Inspire Investing, LLC
13 yearsExperience
1 stateRegistered in
$4BFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Inspire Investing, LLCJan 2023 to now
- Finteam Business ConsultingAug 2022 to Dec 2022
- Eventide Asset ManagementJun 2022 to Aug 2022
- Liberty UniversityAug 2019 to Dec 2022
- Full Time StudentJul 2013 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (ID).
Inspire Investing, LLC
$4BAssets managed
455Clients
10Advisers
9 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
- 7748891
- Firm CRD
- 171988