Joshua
Weir
Driven Investments LLC
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About this Advisor
Joshua Weir is a financial advisor working in Chubbuck, Idaho with 3 years of relevant experience. Weir is an advisor for Driven Investments LLC. Throughout their career, they have worked at Zions Bank, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Idaho Central Credit Union, Colonial Construction, Interactive Financial Advisors, Brooklight Place Securities, Driven Investments LLC, Vandyk Mortgage, Transamerica Financial Advisors and Na. Weir holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Louisiana, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. Driven Investments LLC is a financial advisory company with a branch in Chubbuck, Idaho. It manages $63 million in total assets across its 823 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services depend on which services are offered. Fee types charged by Driven Investments LLC most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Driven Investments LLC Brokerage Details
$63,168,752
4
823
$76,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Joshua Weir Work History
Joshua has been registered as a financial advisor for 3 years.*
Driven Investments LLC
Interactive Financial Advisors
Brooklight Place Securities
Transamerica Financial Advisors
Transamerica Financial Advisors, Inc
Vandyk Mortgage
Idaho Central Credit Union
World Financial Group, Inc
Zions Bank
Colonial Construction
Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Weir to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Driven Investments LLC
Chubbuck, ID
Chubbuck, ID
Chubbuck, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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