Provident Living Financial Services
Provident Living Financial Services (CRD# 282665) is a financial advisory firm headquartered in Lehi, UT. They manage $108,318,429 in 383 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Provident Living Financial Services
By the Numbers
-
Total Assets Under Management108MILLION
-
Total Number of Accounts383ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, ID, TX, UT
Financial Advisors at Provident Living Financial Services
1
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.
2
Rachel Pierini (CRD# 6555997) is an Investment Advisor Representative working at Provident Living Financial Services in Merced, CA and has over 8 years of experience in the finance industry.
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