Brigham
Ballard

Driven Investments LLC

CRD#7662008
Investment Advisor
in Lehi, UT

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About this Advisor

Brigham Ballard is a financial advisor based in Lehi, Utah, working with Driven Investments LLC. Brigham has previously held positions at The Schrub Care Company, Northwestern Mutual, Krispy Kreme, and Driven Investments LLC. Brigham has passed the Series 65 regulatory exam and is registered to provide services in Alabama, Arizona, California, Colorado, Connecticut, 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. Currently, Brigham is part of Driven Investments LLC, which operates out of Lehi, Utah. The firm has 6 employees and manages assets totaling $109.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Driven Investments LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Lehi, UT

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Driven Investments LLC Brokerage Details

Total Assets Under Management

$109,282,711

Total Number of Employees

6

Total Number of Accounts

1,111

Average Account Size

$98,364

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brigham Ballard Work History

2023 - Present (1 year)

Driven Investments LLC

2022 - 2022 (< 1 year)

The Schrub Care Company

2022 - 2023 (1 year)

Northwestern Mutual

2021 - 2021 (< 1 year)

Krispy Kreme

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Disclosures

Please visit the SEC profile of Brigham Ballard 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

Joshua Weir
Lehi, UT
Aaron Pugh
Lehi, UT
Brigham Ballard
Lehi, UT
Jack Holmes
Lehi, UT
Nicholas Bodily
Lehi, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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