Avereigh Clarke (CRD# 6711221) is an Investment Advisor Representative working at Drive Wealth Advisers in Lehi, UT and has over 6 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Drive Wealth Advisers | Lehi, UT | Mar 2021 - Current | 3 |
Bank Of America, N.a. | Provo, UT | Feb 2019 - Mar 2021 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo, UT | Jan 2019 - Mar 2021 | 2 |
Epiq Capital Group LLC | San Francisco, CA | May 2018 - Jan 2019 | < 1 |
Iconiq Capital | San Francisco, CA | Jul 2017 - May 2018 | < 1 |
Merrill Lynch | Provo, UT | Sep 2016 - Jun 2017 | < 1 |
Global Financial Advisors | Provo, UT | Aug 2016 - Apr 2017 | < 1 |
Brigham Young University | Provo, UT | Aug 2014 - Apr 2017 | 2 |
Crewe Capital | Salt Lake City, CA | Apr 2016 - Aug 2016 | < 1 |
Leaper | Provo, UT | Feb 2016 - Apr 2016 | < 1 |
Global Financial Advisors | Provo, UT | Jan 2016 - Apr 2016 | < 1 |
Brio Energy | Provo, UT | Nov 2015 - Feb 2016 | < 1 |
Leaper | Provo, UT | Apr 2015 - Nov 2015 | < 1 |
Doterra International | Pleasant Grove, UT | Jan 2015 - Mar 2015 | < 1 |
Vision Security | Orem, UT | Jun 2014 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
S63 | Uniform Securities State Law Examination | Apr 2019 |
- UT
-
Total Assets Under Management2,017MILLIONS
-
Total Number of Accounts3,750ACCOUNTS
-
Average Account Value$537,769
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, ID, MO, NE, NM, NV, NY, OR, TX, UT, VA, WA, WY
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