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RD

Robert V. Deal

LIFEFOCUS FINANCIAL ADVISORS
Walla Walla, WA 99362
Some features on this profile are disabled
CRD#: 4376924
RD

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.
The advisor shows no other business activity.

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.

BD
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)

Exams

State Security Law Exam
RR
Series 63
Date: 5/25/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/18/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/11/2002
General Securities Principal Examination

Current Firm

LF
LIFEFOCUS FINANCIAL ADVISORS, LLC
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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts214
AUM (Assets Under Management)$ 95,015,040

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.

Company Information

LIFEFOCUS FINANCIAL ADVISORS, LLC

CRD#: 136020Walla Walla, WA 99362

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