Financial Focus LLC
Financial Focus LLC (CRD# 282177) is a financial advisory firm headquartered in Carlsbad, CA. They manage $487,143,468 in 1,529 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management487MILLION
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Total Number of Accounts1,529ACCOUNTS
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Average Account Value$318,603
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, ID, NC, NY, OR, TX, VA, WA
Jerrie Carli (CRD# 2504055) is an Investment Advisor Representative working at Financial Focus LLC in Carlsbad, CA and has over 26 years of experience in the finance industry.
Billie Cook (CRD# 6016363) is an Investment Advisor Representative working at Financial Focus LLC in Carlsbad, CA and has over 10 years of experience in the finance industry.
Kaitlin Hewell (CRD# 4863224) is an Investment Advisor Representative working at Financial Focus LLC in Carlsbad, CA and has over 19 years of experience in the finance industry.
Jay Hovis (CRD# 6647870) is an Investment Advisor Representative working at Financial Focus LLC in Carlsbad, CA and has over 7 years of experience in the finance industry.
Barbara Williams (CRD# 1050277) is an Investment Advisor Representative working at Financial Focus LLC in Carlsbad, CA and has over 34 years of experience in the finance industry.