Advisor at LifeFocus Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LifeFocus Financial Advisors, LLC
Location
Walla Walla, WA 99362
Credentials
Series 65
Industry experience
2 years
LifeFocus Financial Advisors LLC
2023 - Present (3 years)
City of Olympia
2021 - Present (5 years)
City of Olympia
2021 - 2022 (1 year)
Springbrook Software
2020 - 2021 (1 year)
BIAS Software
2018 - 2020 (2 years)
Howell Munitions and Technology
2017 - 2018 (1 year)
Lewis Clark State College
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Walla Walla, WA
Edward Jones
CFP®, Series 66
Walla Walla, WA
Edward Jones
Series 66
Walla Walla, WA
Edward Jones
Series 63
Walla Walla, WA
LifeFocus Financial Advisors, LLC
Series 66
Walla Walla, WA
D.A. DAVIDSON & Co.
Series 66
Walla Walla, WA
D.A. DAVIDSON & Co.
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