SD
SD

Seth Deal

2 Years of Experience
Walla Walla, WA

Seth Deal is a registered investment advisor at Lifefocus Financial Advisors, LLC, based in Walla Walla, WA, with 2 years of industry experience. Seth 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$79.0M
Loading...

Location

420 Wellington Ave, Suite 101, Walla Walla, WA, 99362

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Seth works as a senior accountant for the City of Olympia, responsible for preparing financial statements and maintaining the general ledger. This takes nearly all of Seth's time.

Employment History
Current Registrations
Lifefocus Financial Advisors, LLC
December 2023 - Present · 2 yrs 5 mos
State Registrations1 state
WA
Advisor

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.

Exams
No exam information available for this advisor.
Seth Deal - Financial Advisor | TrueAdvisor