Robert V. Deal

LIFEFOCUS FINANCIAL ADVISORS

Walla Walla, WA 99362

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CRD#: 4376924

Professional summary

Robert Verle Deal CPA, who also goes by Robert Verle Deal, is a registered financial advisor currently at LIFEFOCUS FINANCIAL ADVISORS, LLC located in Walla Walla, Washington.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Verle Deal

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.

APPLICANT WILL BE EMPLOYED BY PROSPERA INVESTMENT ADVISORS UNTIL JULY 31, 2005 AND WHICH TIME SUCH EMPLOYMENT WILL TERMINATE. APPLICANT IS ALSO A CPA AND WILL DO TAX AND ACCOUNTING WORK AT LIFEFOCUS FINANCIAL ADVISORS, LLC. APPROXIMATELY 35% OF MY TIME WILL BE SPENT DOING TAX AND ACCOUNTING WORK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Verle Deal CPA'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®

None

Experience

Current

July 29, 2005 - Present

LIFEFOCUS FINANCIAL ADVISORS, LLC

Office #1: 420 Wellington Ave, Suite 101, Walla Walla, WA 99362

RIA

CRD#: 136020

Walla Walla, WA

Past

June 19, 2001 - August 1, 2005

CAP PRO BROKERAGE SERVICES, INC.

CRD#: 103953

COLUMBUS, OH

Past

July 23, 1999 - November 28, 2005

PROSPERA INVESTMENT ADVISORS, LLC

RIA

CRD#: 117449

WALLA WALLA, WA

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

Washington
(7/29/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/25/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/18/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/11/2002

General Securities Principal Examination

Current Firm

LIFEFOCUS FINANCIAL ADVISORS, LLC

CRD#: 136020 / SEC#:

Washington

Registered Investment Advisory firm - (7/29/2005 Approved)

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Contact information

Main Address

420 Wellington Ave Suite 101, Walla Walla, WA 99362

Mailing Address

Phone number

(509) 526-4521

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	191
AUM (Assets Under Management)	$ 79,005,646

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert V. Deal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Verle Deal CPA's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFEFOCUS FINANCIAL ADVISORS, LLC

CAP PRO BROKERAGE SERVICES, INC.

PROSPERA INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/25/2001

Series 7

Date: 6/18/2001

Series 24

Date: 3/11/2002

Current Firm

LIFEFOCUS FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFEFOCUS FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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