Lifefocus Financial Advisors, LLC
Lifefocus Financial Advisors, LLC (CRD# 136020) is a financial advisory firm headquartered in Walla Walla, WA. They manage $70,270,000 in 173 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lifefocus Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management70MILLION
-
Total Number of Accounts173ACCOUNTS
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Average Account Value$406,185
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Lifefocus Financial Advisors, LLC
1
Robert Deal (CRD# 4376924) is an Investment Advisor Representative working at Lifefocus Financial Advisors, LLC in Walla Walla, WA and has over 22 years of experience in the finance industry.
2
Seth Deal (CRD# 7839390) is an Investment Advisor Representative working at Lifefocus Financial Advisors, LLC in Walla Walla, WA and has 1 year of experience in the finance industry.
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