Suzette Lawrence
Suzette Lawrence is a registered investment advisor at Independent Financial Group, LLC, based in Pasadena, CA, with 29 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
155 North Lake Avenue #866, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2024Customer Dispute
January 2024Customer Dispute
October 2023Criminal
April 1988Other Business Activities
Suzette is involved in numerous outside business activities, primarily related to managing trusts and foundations, including several scholarship funds. She also serves as a Girl Scout leader, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Crowell Weedon & CO.Broker
Crowell Weedon & CO.
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.