LC
Lowell C. Crabb
DRIVE WEALTH ADVISERS
Lehi, UT 84043
Some features on this profile are disabled
CRD#: 5188240
LC
Professional summary
Lowell Charles Crabb, CFP®, who also goes by Lowell Crabb, is a registered financial advisor currently at DRIVE WEALTH ADVISERS located in Lehi, Utah.
Lowell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Lowell has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lowell Crabb
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CRABB FINANCIAL, LLC - NON-INVESTMENT RELATED - 3333 DIGITAL DR. SUITE 700, LEHI, UT 84043 - PAYROLL AND HOLDING COMPANY FOR DRIVE WEALTH MANAGEMENT LLC, DRIVE INSURANCE SERVICES LLC, AND DRIVE ACCOUNTING SERVICES LLC - OWNER & MANAGER - 05/2015 START DATE - 20 HOURS/MONTH/TRADING - MANAGE OPERATIONS OF THE HOLDING COMPANY DRIVE ACCOUNTING SERVICES LLC THROUGH CRABB FINANCIAL, LLC - NON-INVESTMENT RELATED - 3333 DIGITAL DR. SUITE 700, LEHI, UT 84043 - ENTITY PROVIDES BOOKKEEPING SERVICES - MANAGER - 05/2015 START DATE - 10 HOURS A MONTH/TRADING - EMPLOY ACCOUNTANTS THAT PROVIDE BOOKKEEPING SERVICES. DRIVE INSURANCE SERVICES LLC THROUGH CRABB FINANCIAL, LLC - NON-INVESTMENT RELATED - 3333 DIGITAL DR. SUITE 700, LEHI, UT 84043 - INSURANCE AGENCY THAT PROVIDES ACCESS TO FIXED INSURANCE PRODUCTS - MANAGER AND SALES AGENT - 05/2015 START DATE, 10 HOURS A MONTH/TRADING, MANAGE ENTITY AND SALES OF FIXED ANNUITIES, DISABILITY, HEALTH, LIFE. YAMA POINT, LLC - INVESTMENT RELATED - PRIVATE FUND THAT OWNS THE BUILDING LOCATED AT 3333 DIGITAL DR. SUITE 700, LEHI, UT 84043 - MANAGER OF THE FUND - 06/2021 START DATE - 10 HOURS MONTH/TRADING - MANAGER OF THE FUND AND BUILDING OPERATIONS AND TENANTS.
CRS (Client Relationship Summary) - RIA
Click below to view Lowell Charles Crabb's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
February 6, 2015 - Present
DRIVE WEALTH ADVISERS
Office #1: 3333 N Digital Drive #700, Lehi, UT 84043RIA
CRD#: 174728
Lehi, UT
Past
January 31, 2012 - May 21, 2015
ANDINA FAMILY OFFICES
RIA
CRD#: 151762
LEHI, UT
Past
November 8, 2010 - January 10, 2012
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
MINNEAPOLIS, MN
Past
November 4, 2010 - January 10, 2012
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
LEHI, UT
Past
July 15, 2010 - October 12, 2010
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
RIA
CRD#: 124446
LEHI, UT
Past
July 15, 2010 - October 12, 2010
J.P. TURNER & COMPANY, L.L.C.
BD
CRD#: 43177
LEHI, UT
Past
May 12, 2010 - June 17, 2010
INSPHERE SECURITIES, INC.
RIA
CRD#: 136433
LEHI, UT
Past
March 22, 2010 - June 17, 2010
INSPHERE SECURITIES, INC.
BD
CRD#: 136433
LEHI, UT
Past
October 2, 2007 - December 18, 2008
INSPHERE SECURITIES, INC.
BD
CRD#: 136433
LEHI, UT
Past
September 8, 2006 - August 10, 2007
EQUITY SERVICES, INC.
BD
CRD#: 265
OREM, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DRIVE WEALTH ADVISERS
DRIVE WEALTH ADVISERS | DRIVE WEALTH MANAGEMENT, LLC | DRIVE WEALTH MANAGEMENT
CRD#: 174728 / SEC#: 801-113223
RIA
Registered Investment Advisory firm - (5/11/2018 Approved)California
Registered Investment Advisory firm - (6/17/2018 Terminated)Texas
Registered Investment Advisory firm - (5/17/2018 Terminated)Utah
Registered Investment Advisory firm - (5/17/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/6/2015)
IAR
Utah(5/22/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
DW
DRIVE WEALTH ADVISERS
DRIVE WEALTH ADVISERS | DRIVE WEALTH MANAGEMENT, LLC | DRIVE WEALTH MANAGEMENT
CRD#: 174728 / SEC#: 801-113223
RIA
Registered Investment Advisory firm - (5/11/2018 Approved)California
Registered Investment Advisory firm - (6/17/2018 Terminated)Texas
Registered Investment Advisory firm - (5/17/2018 Terminated)Utah
Registered Investment Advisory firm - (5/17/2018 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3333 N Digital Drive #700, Lehi, UT 84043
Mailing Address
Phone number
(801) 901-6150
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,487 |
| AUM (Assets Under Management) | $ 2,175,572,827 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/31/2025 | ||
| 03/20/2024 | ||
| 02/27/2023 | ||
| 04/25/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
