LC
LC

Lowell Charles Crabb

15 Years of Experience
Sells Insurance
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

3333 N Digital Drive, #700, Lehi, UT, 84043

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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 ActivitiesSells Insurance

Lowell manages Crabb Financial, LLC, a payroll and holding company for Drive Wealth Management LLC, Drive Insurance Services LLC, and Drive Accounting Services LLC, dedicating about 10-20% of his time. He also manages Drive Accounting Services LLC and Drive Insurance Services LLC, and is a manager of Yama Point, LLC, a private fund that owns a building.

Employment History
Current Registrations
Drive Wealth Advisers
February 2015 - Present · 11 yrs
Previous Registrations
Andina Family Offices
January 2012 - May 2015 · 3 yrs 4 mos
Questar Asset Management, INC.
November 2010 - January 2012 · 1 yr 2 mos
J P Turner & Company Capital Management, LLC
July 2010 - October 2010 · 3 mos
Insphere Securities, INC.
May 2010 - June 2010 · 1 mo
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.