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.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
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 |
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- CA
- ID
- TX
- UT
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Total Assets Under Management108MILLIONS
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Total Number of Accounts383ACCOUNTS
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Average Account Value$282,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, ID, TX, UT
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