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Lifefocus Financial Advisors, LLC CRD 136020
$104M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
420 Wellington Ave Suite 101, Walla Walla, WA 99362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2005-07-29 |
Branch Locations
420 Wellington Ave, Suite 101, Walla Walla, WA 99362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifefocus Financial Advisors, Llc | Walla Walla | WA | 08/2005 | Present |
APPLICANT WILL BE EMPLOYED BY PROSPERA INVESTMENT ADVISORS UNTIL JULY 31, 2005 AND WHICH TIME SUCH EMPLOYMENT WILL TERMINATE. APPLICANT IS ALSO A CPA AND WILL DO TAX AND ACCOUNTING WORK AT LIFEFOCUS FINANCIAL ADVISORS, LLC. APPROXIMATELY 35% OF MY TIME WILL BE SPENT DOING TAX AND ACCOUNTING WORK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-05-25 |
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