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Aaron Daniel Pugh

Driven Investments LLC

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About Aaron Daniel Pugh

Aaron Pugh is a registered investment advisor representative of Driven Investments LLC, which has offices in Lehi, UT. Aaron has worked in the financial services industry since 2012. Pugh is licensed to provide investment advice in 29 states, including Utah. Driven Investments LLC is a registered investment advisor, and provides advisory services in the area of financial planning and portfolio management.

Firm Information

Aaron Pugh is currently registered with Driven Investments LLC. Driven Investments LLC is an independent investment advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. With over 1000 clients and $109 million in assets under management, the firm is committed to providing personalized and tailored investment solutions. They are registered with the SEC and have a team of experienced advisors who are dedicated to helping their clients achieve their financial goals.

$109.28M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Pugh’s Registration & Firm History

UT

09/22/2020 - Present

Driven Investments LLC (LEHI UT)

UT

01/10/2017 - 09/10/2020

BROOKLIGHT PLACE SECURITIES, INC. (SALT LAKE CITY UT)

UT

03/14/2016 - 12/31/2016

GWN SECURITIES INC. (SALT LAKE CITY UT)

UT

12/17/2012 - 04/29/2014

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 10/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Daniel Pugh.
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