Financial Focus LLC
Legal Name: FINANCIAL FOCUS LLC
Full Contact Details
Financial Focus LLC
1917 PALOMAR OAKS WAY, SUITE 130, CARLSBAD, CA
760-431-3040
760-931-5719
Other Info
Financial Focus LLC is a California-based Limited Liability Company registered with the U.S. Securities and Exchange Commission since February 2018. Its team of 8 professionals, with 5 in advisory roles, diligently serves 35 clients to provide sound financial guidance. The firm’s approved SEC status reinforces its commitment to excellence in the financial industry.
Financial Focus LLC – – Financial Focus LLC | 1917 Palomar Oaks Way – Suite 130 | Carlsbad, CA 92008 | (760) 431-3040 [email protected]
At Financial Focus, we know that planning with purpose doesn’t just happen on its own. We also know that purpose driven planning and investing are most successful when all parties to the process are focused on specific goals.
Direct Owners
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BARBARA JESSUP WILLIAMS
CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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G. FOOTE FINANCIAL SERVICES, INC.
MEMBER owns more than 25% but less than 50%
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HEWELL FINANCIAL GROUP, INC.
MEMBER owns more than 25% but less than 50%
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HOVIS-WILLIAMS, INC.
MEMBER owns more than 25% but less than 50%
Indirect Owners
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BARBARA JESSUP WILLIAMS
CO-OWNER owns more than 50% but less than 75%
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GLORIA DAWN FOOTE
PRESIDENT owns more than 50% but less than 75%
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JOHN H HOVIS
CO-OWNER owns more than 50% but less than 75%
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KAITLIN MARIE HEWELL
PRESIDENT owns 75% or more
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RICHARD FOOTE
CO-OWNER owns more than 50% but less than 75%