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Joshua Cole Weir

Driven Investments LLC

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About Joshua Cole Weir

Joshua Weir is an investment advisor representative registered with Driven Investments LLC. Joshua has been in the securities industry for over 5 years and has a Series 6, Series 63, and Series 65 license. Joshua is registered to offer investment advice in over 30 states. Prior to joining Driven Investments LLC, Joshua was employed at Brooklight Place Securities, Inc. and Transamerica Financial Advisors, Inc. Driven Investments LLC specializes in providing financial planning and portfolio management for both individuals and businesses. The firm has over $109 million in assets under management and a total of 1111 clients.

Firm Information

Joshua Weir 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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Joshua Weir’s Registration & Firm History

UT

09/22/2020 - Present

Driven Investments LLC (LEHI UT)

ID

08/15/2019 - 10/25/2019

BROOKLIGHT PLACE SECURITIES, INC. (Chubbuck ID)

UT

03/19/2018 - 07/31/2019

TRANSAMERICA FINANCIAL ADVISORS, INC (OREM UT)

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Licenses & Designations

IA

Issued 02/25/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Cole Weir.
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