Best Investors Account Sign in
Inactive

Joseph Francis Folis

Focus Wealth Advisors LLC

Bluffton, SC

CRD 1297095

Claim This Profile
Employer firm

Focus Wealth Advisors LLC CRD 136026

$17.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Focus Wealth Advisors Llc

Ocean City, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2011-07-14
NJ RA APPROVED 2005-08-10
  • SC RA
    APPROVED
    Since 2011-07-14
  • NJ RA
    APPROVED
    Since 2005-08-10

Branch Locations

Bluffton, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Focus Wealth Advisors, L.L.C. Smithville NJ 05/2005 Present
Previous Registrations
  • 2003-07-11 → 2006-06-07
    Focus Financial Group Inc.
    Margate, NJ
Designations
  • Chartered Financial Consultant
Other Names
  • Joseph Francis Folis

View on SEC IAPD

More in Bluffton, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor