Lynn Gilbert

from Drive Wealth Advisers
SEC regulated
Regulated Investment Advisor
Lynn Gilbert is a financial advisor based in Utah, Lehi, with 42 years of experience. Lynn currently works for Drive Wealth Advisers. Lynn maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Lynn Gilbert works at Drive Wealth Advisers
Drive Wealth Advisers is a financial advisory firm based in Lehi, Utah. It currently has approximately $1,381,186,401 of assets under management and employs about 14 people. Drive Wealth Advisers uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and share in the fee charged by the sub adviser.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and share in the fee charged by the sub adviser
Office location
3333 N Digital Drive, #700, Lehi, Utah, 84043

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