Advisor at Driven Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Driven Investments LLC
Location
Lehi, UT
Credentials
Series 63, Series 65
Industry experience
8 years
Joshua Weir is a financial advisor at Driven Investments LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Interactive Financial Advisors and Transamerica Financial Advisors. He is based in Lehi, Utah. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis alongside modern portfolio theory. The firm serves a large client base with a model-driven approach and offers access to complex investment products and third-party advisory services.
Based on Driven Investments LLC
Based on Driven Investments LLC
Negotiated fixed rate for one-time financial planning services; maximum fixed fee up to 2% of investable assets for custom financial planning services.
$1 - $250,000: 2.00% $250,001 - $500,000: 1.80% $500,001 - $1,000,000: 1.75% $1,000,001 - AND UP: 1.70%
Insurance commissions earned by persons affiliated with the firm for selling insurance products, separate and in addition to advisory fees.
Lehi, UT
Texas · Utah
Driven Investments LLC
2020 - Present (6 years)
Interactive Financial Advisors
2019 - 2020 (1 year)
Brooklight Place Securities
2019 - 2019 (1 year)
Transamerica Financial Advisors
2019 - 2019 (1 year)
VanDyk Mortgage
2018 - 2019 (1 year)
Transamerica Financial Advisors, Inc
2018 - 2019 (1 year)
Idaho Central Credit Union
2017 - 2018 (1 year)
World Financial Group, INC.
2016 - 2019 (3 years)
Zions Bank
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Lehi, UT
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Series 63
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Affiliated Investment Advisors, Inc.
Series 63, Series 65
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Phibbs Financial
Series 65
Lehi, UT
Premier Choice Wealth Advisors, LLC
Series 65
Provo, UT
Ethical Capital
Series 65
Lehi, UT
C.S Wealth LLC
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