SD
Seth R. Deal
LIFEFOCUS FINANCIAL ADVISORS
Walla Walla, WA 99362
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CRD#: 7839390
SD
Professional summary
Seth R Deal is a registered financial advisor currently at LIFEFOCUS FINANCIAL ADVISORS, LLC located in Walla Walla, Washington.
Seth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Seth has worked at 1 firm and has passed the Series 65 exam.
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.
City of Olympia Not investment related 601 4th Ave. E, Olympia, WA 98501 Municipality Senior Accountant Employee 07/06/2021 160 hours 140 hours Senior accountant responsible for preparing financial statements and maintaining the general ledger
CRS (Client Relationship Summary) - RIA
Click below to view Seth R Deal'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
December 1, 2023 - Present
LIFEFOCUS FINANCIAL ADVISORS, LLC
Office #1: 420 Wellington Ave Suite 101, Walla Walla, WA 99362RIA
CRD#: 136020
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(12/1/2023)
Current Firm
LF
LIFEFOCUS FINANCIAL ADVISORS, LLC
LIFEFOCUS FINANCIAL ADVISORS, LLC
CRD#: 136020 / SEC#:
Washington
Registered Investment Advisory firm - (7/29/2005 Approved)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 191 |
| AUM (Assets Under Management) | $ 79,005,646 |
Red Flags
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