Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
IV, CFP®, CEPA® and Dexter Grafton, CPFA™, CFA® have launched a new independent practice, Grafton Wealth Advisors , through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth Services . They reported having served approximately $580 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch. Based in Winter Park, Fla., the three siblings are proud to continue the legacy of their father, William “Bill” Grafton III, who started the family business in 1972. While together they form a formidable team, each sibling advisor brings unique passions and experiences to the team to help every client feel more confident with their financial well-being. Rounding out the group, which was named a 2024 Forbes Best in State Wealth Management Team, are client relationship managers Tanya Carroll, AAMS™ and Percy Canteenwalla. “With our family dynamic and service-oriented team, we put clients at the center of everything we do and take a
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LPLA
News
- Why LPL Financial (LPLA) Could Beat Earnings Estimates Again [Yahoo! Finance]Yahoo! Finance
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LPLA
Earnings
- 2/1/24 - Beat
LPLA
Sec Filings
- 3/28/24 - Form DEFA14A
- 3/28/24 - Form ARS
- 3/28/24 - Form DEF
- LPLA's page on the SEC website