RP
Rachel A. Pierini
PROVIDENT LIVING FINANCIAL SERVICES
Atwater, CA 95301
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CRD#: 6555997
RP
Professional summary
Rachel Anne Pierini, who also goes by Rachel Pierini, is a registered financial advisor currently at PROVIDENT LIVING FINANCIAL SERVICES located in Atwater, California.
Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Rachel has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rachel Pierini
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
QB BUSINESS SOLUTIONS, LLC; NON-INVESTMENT RELATED; LIFE AND FINANCIAL ADVOCACY SERVICES, NOTARY SERVICES, ADMIN SUPPORT; OWNER, STARTED 02/2019; APPROX 3% OF TIME.
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Anne Pierini's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 21, 2017 - Present
PROVIDENT LIVING FINANCIAL SERVICES
Office #1: 1691 Third Street, Atwater, CA 95301RIA
CRD#: 282665
Atwater, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PL
PROVIDENT LIVING FINANCIAL SERVICES
PROVIDENT LIVING FINANCIAL SERVICES | SAGE WEALTH ADVISORS CENTRAL CALIFORNIA INC. | PROVIDENT LIVING FINANCIAL SERVICES, INC.
CRD#: 282665 / SEC#: 801-132694
RIA
Registered Investment Advisory firm - (5/15/2025 Approved)California
Registered Investment Advisory firm - (6/27/2025 Terminated)Idaho
Registered Investment Advisory firm - (5/30/2025 Terminated)Texas
Registered Investment Advisory firm - (5/28/2025 Terminated)Utah
Registered Investment Advisory firm - (5/29/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/21/2017)
IAR
Texas(3/22/2021)
Current Firm
PL
PROVIDENT LIVING FINANCIAL SERVICES
PROVIDENT LIVING FINANCIAL SERVICES | SAGE WEALTH ADVISORS CENTRAL CALIFORNIA INC. | PROVIDENT LIVING FINANCIAL SERVICES, INC.
CRD#: 282665 / SEC#: 801-132694
RIA
Registered Investment Advisory firm - (5/15/2025 Approved)California
Registered Investment Advisory firm - (6/27/2025 Terminated)Idaho
Registered Investment Advisory firm - (5/30/2025 Terminated)Texas
Registered Investment Advisory firm - (5/28/2025 Terminated)Utah
Registered Investment Advisory firm - (5/29/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3450 N Triumph Blvd. Suite 102, Lehi, UT 84043
Mailing Address
Phone number
(801) 753-5639
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 465 |
| AUM (Assets Under Management) | $ 130,387,563 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PROVIDENT LIVING FINANCIAL SERVICES
CRD#: 282665Atwater, CA 95301TRUST BUT VERIFY
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