Paul Sutherland, financial advisor Grants Pass OR
88 score

Paul Sutherland

CRD 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.

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Company Name Location Dates Years
Independent Financial Group LLC Grants Pass, OR Jul 2014 - Current 2
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
Contact Info for Paul R. Sutherland
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    9,804
    ACCOUNTS
  • Average Account Value
    $189,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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