Loren GrabauCRD Number: 6984490
Current Firm: Independent Financial Group, LLC
Loren Grabau (CRD# 6984490) is an Investment Advisor Representative working at Independent Financial Group, LLC in Santa Maria, CA and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Wells Fargo Clearing Services, LLC
San Luis Wealth Advisors
|X Advisors, LLC||Santa Maria, CA||Jul 2021 - Current||1|
|Independent Financial Group||Santa Maria, CA||Dec 2018 - Current||3|
|Roger A Soape||Houston, TX||Oct 2012 - Dec 2018||6|
|Unemployed||Houston, TX||Aug 2018 - Sep 2018||< 1|
|Roger A Soape||Houston, TX||May 2009 - Jul 2018||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management6,647MILLIONS
Total Number of Accounts20,980ACCOUNTS
Average Account Value$316,813
- 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, WY
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