Joshua Weir (CRD# 6913862) is an Investment Advisor Representative working at Driven Investments LLC in Chubbuck, ID and has over 6 years of experience in the finance industry.
CRD# 733613
Arbor Point Advisors
CRD# 4361206
Edward Jones
CRD# 5226639
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Driven Investments LLC | Pocatello, ID | Aug 2020 - Current | 3 |
Interactive Financial Advisors | Pocatello, ID | Aug 2019 - Aug 2020 | 1 |
Brooklight Place Securities | Pocatello, ID | Jul 2019 - Oct 2019 | < 1 |
Transamerica Financial Advisors | Pocatello, ID | Mar 2019 - Jul 2019 | < 1 |
Vandyk Mortgage | Pocatello, ID | Dec 2018 - Jul 2019 | < 1 |
Transamerica Financial Advisors, Inc. | Orem, UT | Feb 2018 - Jul 2019 | 1 |
World Financial Group, Inc. | Pocatello, ID | Feb 2016 - Jul 2019 | 3 |
Idaho Central Credit Union | Pocatello, ID | Aug 2017 - May 2018 | < 1 |
Zions Bank | Spanish Fork, UT | May 2014 - May 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2018 |
S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
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Total Assets Under Management109MILLIONS
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Total Number of Accounts1,111ACCOUNTS
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Average Account Value$98,364
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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