Dylan Payne (CRD# 7676421) is an Investment Advisor Representative working at Drive Wealth Advisers in Lehi, UT and has 1 year 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 |
|---|---|---|---|
| Crabb Financial | Lehi, UT | Sep 2022 - Current | 1 |
| Full Time Student | Lindon, UT | Sep 2012 - Current | 11 |
| Enduro Financial | Provo, UT | Aug 2020 - Sep 2022 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- 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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