OC
Olivia T. Corzine
FINANCIAL FOCUS LLC
CARLSBAD, CA 92008
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CRD#: 7266452
OC
Professional summary
Olivia Taylor Corzine is a registered financial advisor currently at FINANCIAL FOCUS LLC located in Carlsbad, California and OSAIC WEALTH, INC. located in Carlsbad, California.
Olivia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Olivia has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. OSAIC WEALTH, INC.; INVESTMENT RELATED; REGISTERED REPRESENTATIVE; CARLSBAD, CA; START DATE 05/2025; APPROXIMATELY 80% OF TIME 2. FINANCIAL FOCUS LLC POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 05/12/2025 ADDRESS: 1925 Palomar Oaks Way, Suite 107, Carlsbad CA 92008, United States DESCRIPTION: Financial planning and investment management
CRS (Client Relationship Summary) - RIA
Click below to view Olivia Taylor Corzine'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
June 2, 2025 - Present
FINANCIAL FOCUS LLC
Office #1: 1925 Palomar Oaks Way #107, Carlsbad, CA 92008RIA
CRD#: 282177
CARLSBAD, CA
Current
May 6, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 1925 Palomar Oaks Way Suite 107, Carlsbad, CA 92008RIA
BD
CRD#: 23131
CARLSBAD, CA
Past
May 31, 2024 - May 5, 2025
EIGER WEALTH MANAGEMENT, LLC
RIA
CRD#: 304321
SAN DIEGO, CA
Past
April 6, 2021 - April 5, 2024
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Westlake, TX
Past
March 12, 2021 - April 5, 2024
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Westlake, TX
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".
FF
FINANCIAL FOCUS LLC
FINANCIAL FOCUS LLC
CRD#: 282177 / SEC#: 801-112408
RIA
Registered Investment Advisory firm - (2/8/2018 Approved)California
Registered Investment Advisory firm - (3/10/2018 Terminated)New York
Registered Investment Advisory firm - (2/8/2018 Terminated)Texas
Registered Investment Advisory firm - (2/8/2018 Terminated)Washington
Registered Investment Advisory firm - (2/15/2018 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/6/2025)
IAR
California(6/2/2025)
IAR
Texas(6/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FINANCIAL FOCUS LLC
FINANCIAL FOCUS LLC
CRD#: 282177 / SEC#: 801-112408
RIA
Registered Investment Advisory firm - (2/8/2018 Approved)California
Registered Investment Advisory firm - (3/10/2018 Terminated)New York
Registered Investment Advisory firm - (2/8/2018 Terminated)Texas
Registered Investment Advisory firm - (2/8/2018 Terminated)Washington
Registered Investment Advisory firm - (2/15/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1925 Palomar Oaks Way #107, Carlsbad, CA 92008
Mailing Address
Phone number
(760) 431-3040
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 482 |
| AUM (Assets Under Management) | $ 453,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
