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Theodore D
Series 63, Series 66
Troutman, NC
Inspire Advisors, LLC
Theodore De Lisi is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. His prior roles include positions at Carson Wealth, Cetera Advisor Networks, and LPL Financial. In addition to his advisory work, he is an independent property and casualty, life, accident, and health insurance agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.
Penny P
ChFC®, Series 63, Series 65
Troutman, NC
Inspire Advisors, LLC
Penny Paugh is a financial advisor with Inspire Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 28 years of industry experience. Her prior work includes positions at CWM, LLC dba Carson Wealth, IFG Advisory, LPL Financial, Merrill, and Banc of America Investment Services. She serves as a board member of the Statesville Chamber of Commerce. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of investment methods, often delegating management to sub-advisors and utilizing proprietary ETFs.
Matthew C
Series 66, Series 65
Troutman, NC
Inspire Advisors, LLC
Matthew Conrad is a financial advisor at Inspire Advisors, LLC with three years of industry experience. He holds Series 66 and Series 65 licenses. His prior roles include positions at Carson Wealth, Calvary Chapel Lake Norman, the Social Security Administration, and Edward Jones. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other investment advisers. The firm integrates Biblically Responsible Investing through proprietary tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory in portfolio construction.
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