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Financial ADVSR advisor directory · SEC adviser records

Drive Wealth Advisers financial advisors in Utah

Every SEC-registered investment adviser representative at a Drive Wealth Advisers office in Utah, by city and A to Z.

The short answer

13 registered advisors work at Drive Wealth Advisers in Utah, out of 14 nationwide; it's the firm's number 1 state by advisors, and the most are in Lehi (12). 3 list the CFP designation and 0 are also registered broker representatives.

Drive Wealth Advisers advisors by city in Utah

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Lehi 12Sandy 1

Drive Wealth Advisers advisors in Utah, A to Z

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Questions

How many Drive Wealth Advisers financial advisors are in Utah?

13 investment adviser representatives are registered at Drive Wealth Advisers offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Utah does Drive Wealth Advisers have the most advisors?

Lehi, with 12, then Sandy (1). Drive Wealth Advisers has advisors in 2 cities in Utah.

How do I check a Drive Wealth Advisers advisor in Utah?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Drive Wealth Advisers office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.