Lehi, UT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$148,149,154
ClientsTotal clients
245
AdvisorsAdvisors at this office
2
Of 3 advisors across 2 offices
Location
3450 N Triumph Blvd., Suite 102
Lehi UT 84043
Advisors at this office
2
Advisors at this office
Richard B
Series 66
Lehi, UT
Provident Living Financial Services
Richard Barber is a Series 66-licensed financial advisor with over 23 years of industry experience. He currently works at Provident Living Financial Services, where he has been since 2016. Barber serves on the board of Welfie, a technology platform company. Provident Living Financial Services provides fee-based investment management, financial planning, and financial-wellness services to individuals, trusts, estates, nonprofit organizations, and businesses. The firm offers discretionary portfolio management through its Finique 360 program, utilizing fundamental, technical, and cyclical analysis, and supports employer-sponsored plans with educational programs and estate-planning technology.
Ruth B
Series 65
Lehi, UT
Provident Living Financial Services
Ruth Barber is a financial advisor at Provident Living Financial Services with a Series 65 designation and over 16 years of experience at the firm. She is also involved with Welfie, LLC, an outside business activity. Provident Living Financial Services provides fee-based investment management, financial planning, and financial-wellness services to individuals, trusts, estates, nonprofit organizations, and business clients. The firm offers discretionary portfolio management through its Finique 360 program and includes services such as estate-planning support and multi-generational wealth stewardship.
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