LG
LG

Lynn A. Gilbert

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,384 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
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Location

9957 South Jordan Gateway, Sandy, UT, 84070

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lynn is of counsel at Gilbert & Stewart, CPA, working as a tax preparer, dedicating a few hours per week. Lynn is also the CEO of E. Excel USA, LLC, a dietary supplement company, taking about half of her time.

Employment History
Current Registrations
Drive Wealth Advisers
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Magellan Capital LLC
January 2020 - January 2021 · 1 yr
Knox Capital Advisors, LLC
January 2009 - December 2018 · 9 yrs 11 mos
Knox Capital Advisors, LLC
December 2006 - February 2008 · 1 yr 2 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.