Richard Barber, financial advisor Lehi UT

Richard Barber

CRD Number: 4566084
Current Firm: Provident Living Financial Services

Richard Barber (CRD# 4566084) is an Investment Advisor Representative working at Provident Living Financial Services in Lehi, UT and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Welfie Eagle Mountain, UT Jan 2024 - Current < 1
Provident Living Financial Services, Inc. Atwater, CA Jul 2016 - Current 7
Rb Financial Advocacy, LLC South Jordan, UT Jan 2022 - Dec 2023 1
Frugalio, Inc. Atwater, CA Mar 2016 - Dec 2023 7
Sole Proprietor Insurance Agent Atwater, CA Mar 2016 - Mar 2021 5
Wells Fargo Advisors Financial Network LLC Atwater, CA Apr 2010 - Jul 2016 6
Sutter Wealth Managment Granite Bay, CA Apr 2010 - Jul 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard T. Barber
Phone Number: 801-753-5639
Registered State(s):
  • CA
  • ID
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $282,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, ID, TX, UT

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