Robert Deal is a registered investment advisor at Lifefocus Financial Advisors, LLC, based in Walla Walla, WA, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 86 clients with $79M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
420 Wellington Ave, Suite 101, Walla Walla, WA, 99362
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert is a CPA and will perform tax and accounting work at LifeFocus Financial Advisors, LLC. This activity takes about a third of his time.
Employment History
Current Registrations
Lifefocus Financial Advisors, LLC
Previous Registrations
Prospera Investment Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.