Paul Sutherland
Paul Sutherland is a registered investment advisor at Independent Financial Group, LLC, based in Grants Pass, OR, with 11 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
1454 NW 6th Street, Grants Pass, OR, 97526
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Paul is a notary public, a registered representative under the DBA Investment Resources, Inc., and owns rental property. He also volunteers as an Elders Quorum President and a seminary teacher, and owns PK Laser Design.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations9 states
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