Financial ADVSR advisor directory · SEC adviser records
Drive Wealth Advisers financial advisors in Lehi, UT
Every SEC-registered investment adviser representative at a Drive Wealth Advisers office in Lehi, A to Z.
The short answer
12 registered advisors work at Drive Wealth Advisers in Lehi, out of 14 at the firm nationwide; it ranks number 5 in the city by advisors. 3 list the CFP designation and 1 are also registered broker representatives.
Drive Wealth Advisers advisors in Lehi, A to Z
Every Drive Wealth Advisers advisor →- Joshua P. CoombsChartered Financial Analyst
- Lowell C. CrabbCertified Financial Planner
- Jeffrey C. IngersollInvestment adviser rep
- Adam K. JonesInvestment adviser rep
- Kaige B. KorthCertified Financial Planner
- Joshua D. OsmondInvestment adviser rep
- Elias S. PatrickAlso a broker rep
- Michael D. Reid Jr.Certified Financial Planner
- Brenton M. RipleyInvestment adviser rep
- Joshua M. RipleyInvestment adviser rep
- Michael J. WalshInvestment adviser rep
- Daniel M. WilsonInvestment adviser rep
Drive Wealth Advisers advisors in every city and state →Drive Wealth Advisers: assets, clients and custodians →Advisor Moves: who changed firms this week →
Drive Wealth Advisers advisors in other cities
Other firms in Lehi
All Lehi advisors →Strategic Advisers LLC 39B.O.S.s. Retirement Advisors, LLC 36MML Investors Services, LLC 15Townsquare Capital, LLC 14Driven Investments LLC 9Private Advisory 9Solidarity Wealth, LLC 8Wells Fargo Advisors Financial Network, LLC 7Decker Retirement Planning Inc. 6Amicus Financial Advisors, LLC 5Edward Jones 5Soltis Investment Advisors, LLC 5
Questions
How many financial advisors does Drive Wealth Advisers have in Lehi?
12 investment adviser representatives are registered at Drive Wealth Advisers offices in Lehi, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 3 list the CFP designation and 1 are also registered as broker representatives.
Is Drive Wealth Advisers one of the largest advisor employers in Lehi?
Drive Wealth Advisers ranks number 5 in Lehi by registered advisors; Strategic Advisers LLC has the most, with 39.
How do I check a Drive Wealth Advisers advisor in Lehi?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.