Avereigh
Clarke
Drive Wealth Advisers
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About this Advisor
Avereigh Clarke is a financial advisor who works in Lehi, Utah who has 2 years of relevant experience. Clarke is an employee of Drive Wealth Advisers. Over the course of their career, Clarke has held roles at Iconiq Capital, Merrill Lynch, Crewe Capital, Brio Energy, Leaper, Doterra International, Vision Security, Epiq Capital Group LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Global Financial Advisors, Brigham Young University, Bank Of America, N.A and Drive Wealth Advisers. Clarke maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Utah. Drive Wealth Advisers is a registered investment company based in Lehi, UT. The company has offices in three locations and a total of 14 people on staff. It handles $2 billion in assets under management among its 3,292 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves two charitable organizations. Of its 3,292 accounts, 28% belong to high-net-worth clients who have at least $1 million in assets. Drive Wealth Advisers offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules typically vary depending on the type of services provided. However, fees charged by Drive Wealth Advisers can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Drive Wealth Advisers Brokerage Details
$1,830,137,115
14
3,292
$555,935
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Avereigh Clarke Work History
Avereigh has been registered as a financial advisor for 2 years.*
Drive Wealth Advisers
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Epiq Capital Group LLC
Iconiq Capital
Merrill Lynch
Crewe Capital
Leaper
Global Financial Advisors
Global Financial Advisors
Brio Energy
Leaper
Doterra International
Vision Security
Brigham Young University
*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 Avereigh Clarke 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 Drive Wealth Advisers
Lehi, UT
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Lehi, UT
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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