Lynn A. Gilbert
Investment adviser representative at Drive Wealth Advisers
43 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
43 years in the industry.
- Drive Wealth AdvisersMar 2021 to now
- E. Excel USA, LLCJan 2019 to now
- Gilbert & StewartJan 1983 to now
- Magellan Capital LLCJan 2020 to Dec 2020
- Knox Capital Advisors, LLCJan 2009 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (UT).
Drive Wealth Advisers
Legal name: Drive Wealth Management, LLC
$1.5BAssets managed
1,112Clients
17Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4477926
- Firm CRD
- 174728