Wayne Barben, financial advisor Orem UT

Wayne Barben

CRD Number: 4896531
Current Firm: Squire Wealth Advisors

Wayne Barben (CRD# 4896531) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Squire Investment Management Company, LLC Orem, UT Jul 2004 - Current 19
Squire & Company Pc Orem, UT Jun 1997 - Current 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2005
Contact Info for Wayne F. Barben
Phone Number: 801-226-7722
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    317
    MILLIONS
  • Total Number of Accounts
    1,229
    ACCOUNTS
  • Average Account Value
    $257,806
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, ID, TX, UT

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