PROVIDENT LIVING FINANCIAL SERVICES, INC.
Legal name: PROVIDENT LIVING FINANCIAL SERVICES
CRD #282665 SEC #801-132694 LEHI, UT 801-753-5639
SEC Registered
Total AUM
$130.4M
Discretionary
$130.4M
Employees
2
Clients
0
Accounts
465
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 23, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARBER, RICHARD, TOM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARBER, RICHARD, TOM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BARBER, RICHARD, TOM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 23, 2025 REGISTERED
Notice Filings (4)
CA ID TX UT
Address
3450 N TRIUMPH BLVD.SUITE 102
LEHI, UT 84043
United States
Phone: 801-753-5639