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
3450 N Triumph Blvd., Suite 102, Lehi, UT 84043
http://www.getprovident.com/
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CA, ID, TX, UT

Financial Advisors at Provident Living Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Richard Barber, financial advisor Lehi UT
Richard T. Barber
CRD#: 4566084
3450 N Triumph Blvd., Suite 102, Lehi, UT 84043

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, financial advisor Merced CA
Rachel A. Pierini
CRD#: 6555997
Merced, CA

Rachel Pierini (CRD# 6555997) is an Investment Advisor Representative working at Provident Living Financial Services in Merced, CA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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