CCO · Lifefocus Financial Advisors, LLC
Robert V. Deal
CRD 4376924 · Named on Form ADV at one SEC-registered adviser
At a glance
Lifefocus Financial Advisors, LLC, an SEC-registered wealth manager based in Walla Walla, WA with $104 million in regulatory assets, lists Robert V. Deal on its Form ADV as CCO, a control person.
Firms and roles
- Lifefocus Financial Advisors, LLCCCOWealth manager · Walla Walla, WA · $104M in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Seth R DealLLC Member, Lifefocus Financial Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.