Bruno Peraza
Investment adviser representative at Independent Financial Group, LLC
12 yearsExperience
1 stateRegistered in
$12.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Independent Financial Group, LLCAug 2026 to now
- Peraza Wealth ManagementFeb 2015 to now
- Cetera Investment Advisers LLCMar 2023 to Aug 2026
- Cetera Wealth Services, LLCOct 2019 to Aug 2026
- Summit Financial GroupOct 2019 to May 2021
- Raymond James Financial Services Advisors Inc.Dec 2014 to Oct 2019
- Raymond James Financial Services, Inc.Dec 2014 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Independent Financial Group, LLC
$12.9BAssets managed
26,635Clients
460Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2430260
- Firm CRD
- 7717