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Lowell Charles Crabb

DRIVE WEALTH MANAGEMENT, LLC·LEHI, Utah
Series 6, Series 63, Series 65Clean record16 years registeredDRIVE WEALTH MANAGEMENT, LLC
3333 N DIGITAL DRIVE, LEHI, UT 84043CRD# 5188240Firm CRD# 174728

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lowell Charles Crabb · LEHI, UT
Registration
CRD #5188240 · DRIVE WEALTH MANAGEMENT, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

DRIVE WEALTH ADVISERS
Feb 2015 – present
ANDINA FAMILY OFFICES
Jan 2012 – May 2015
LEHI, UT
QUESTAR ASSET MANAGEMENT, INC.
Nov 2010 – Jan 2012
MINNEAPOLIS, MN
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
Jul 2010 – Oct 2010
LEHI, UT
INSPHERE SECURITIES, INC.
May 2010 – Jun 2010
LEHI, UT
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · May 12, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DRIVE WEALTH MANAGEMENT, LLC
CRD 174728 · SEC 801-113223
AUM
$2.0B
Regulatory assets under management
Employees
15
3,750 client accounts
Services offered by DRIVE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DRIVE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Lowell Charles Crabb offer?
Lowell Charles Crabb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEHI, Utah for a consultation.
What are Lowell Charles Crabb's credentials?
Lowell Charles Crabb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lowell Charles Crabb located?
Lowell Charles Crabb is based in LEHI, Utah, working with DRIVE WEALTH MANAGEMENT, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How does Lowell Charles Crabb charge for services?
Lowell Charles Crabb's firm is compensated through percentage of aum, hourly charges, subscription fees, other: share in the fee charged by the sub adviser. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DRIVE WEALTH MANAGEMENT, LLC?
DRIVE WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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