Paul SutherlandCRD Number: 6386045
Current Firm: Independent Financial Group, LLC
Paul Sutherland (CRD# 6386045) is an Investment Advisor Representative working at Independent Financial Group, LLC in Grants Pass, OR and has over 2 years of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Cetera Advisor Networks LLC
Raymond James Financial Services Advisors, Inc.
|Independent Financial Group LLC||Grants Pass, OR||Jul 2014 - Current||3|
|Evergreen Federal Bank||Grants Pass, OR||Jan 2012 - Jul 2014||2|
|Evergreen Federal Bank||Grants Pass, OR||Apr 2005 - Jan 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management1,856MILLIONS
Total Number of Accounts9,804ACCOUNTS
Average Account Value$189,301
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV