Unclaimed Profile

Aaron Douglas Moon

INSPIRE ADVISORS, LLC·MERIDIAN, Idaho

SIE, Series 7, Series 66CFPClean record12 years registeredINSPIRE ADVISORS, LLC

3597 E MONARCH SKY LN, MERIDIAN, ID 83646CRD# 6220670Firm CRD# 300279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Douglas Moon · MERIDIAN, ID

Registration

CRD #6220670 · INSPIRE ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

INSPIRE ADVISORS, LLC

Feb 2019 – present

INSPIRE INVESTING, LLC

Apr 2016 – Jan 2025

MERIDIAN, ID

CREATIVE FINANCIAL DESIGNS, INC.

Jul 2015 – Aug 2016

SANTA CLARA, CA

NEXT FINANCIAL GROUP, INC.

Feb 2014 – Jul 2015

SANTA CLARA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 14, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSPIRE ADVISORS, LLC

CRD 300279 · SEC 801-114673

AUM

$835M

Regulatory assets under management

Employees

2,857 client accounts

Services offered by INSPIRE ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INSPIRE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Douglas Moon offer?

Aaron Douglas Moon specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MERIDIAN, Idaho for a consultation.

What are Aaron Douglas Moon's credentials?

Aaron Douglas Moon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Aaron Douglas Moon located?

Aaron Douglas Moon is based in MERIDIAN, Idaho, working with INSPIRE ADVISORS, LLC. Their office serves clients in the MERIDIAN metropolitan area and surrounding communities.

How does Aaron Douglas Moon charge for services?

Aaron Douglas Moon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSPIRE ADVISORS, LLC?

INSPIRE ADVISORS, LLC has approximately 45 employees and manages $835M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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