Financial ADVSR advisor directory · SEC adviser records
Provident Living Financial Services financial advisors in Lehi, UT
Every SEC-registered investment adviser representative at a Provident Living Financial Services office in Lehi, A to Z.
The short answer
3 registered advisors work at Provident Living Financial Services in Lehi, out of 3 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Provident Living Financial Services advisors in Lehi, A to Z
Every Provident Living Financial Services advisor →- Richard T. BarberInvestment adviser rep
- Ruth BarberInvestment adviser rep
- Rachel A. PieriniInvestment adviser rep
Provident Living Financial Services advisors in every city and state →Provident Living Financial Services: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Lehi
All Lehi advisors →Strategic Advisers LLC 42B.O.S.s. Retirement Advisors, LLC 37Townsquare Capital, LLC 18MML Investors Services, LLC 16Drive Wealth Advisers 13Driven Investments LLC 9Private Advisory 9Solidarity Wealth, LLC 9Edward Jones 8Wells Fargo Advisors Financial Network, LLC 7Decker Retirement Planning Inc. 6Amicus Financial Advisors, LLC 5
Questions
How many financial advisors does Provident Living Financial Services have in Lehi?
3 investment adviser representatives are registered at Provident Living Financial Services offices in Lehi, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Provident Living Financial Services one of the largest advisor employers in Lehi?
Provident Living Financial Services ranks number 19 in Lehi by registered advisors; Strategic Advisers LLC has the most, with 42.
How do I check a Provident Living Financial Services advisor in Lehi?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Provident Living Financial Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.