Independent Financial Group, LLC
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About this Advisor
Suzanne De Graw is an advisor in Carlsbad, California. Currently a registered advisor at Independent Financial Group, LLC, De Graw has an impressive 30 years of professional experience in the financial advisory industry. De Graw maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. De Graw is registered to advise customers based out of California. De Graw has gained experience at Suzanne C De Graw, Wfg, Wgs, Investment Advisors International, Inc, Transamerica Financial Advisors, Inc and Independent Financial Group. Independent Financial Group, LLC is located in Carlsbad, California, and has 364 other offices in the country. As a registered investment firm, Independent Financial Group, LLC manages $3 billion in assets across 15,620 accounts and retains more than 673 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 13,547 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Independent Financial Group, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Independent Financial Group, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Suzanne De Graw Work History
Suzanne has 31 years of experience.
Independent Financial Group
Suzanne C De Graw
Transamerica Financial Advisors, Inc
Investment Advisors International, Inc
Suzanne De Graw has no disclosures.
Please visit their SEC profile for more details.
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