Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services
Retrieved on:
Monday, March 25, 2024
SAN DIEGO, March 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Sarah Grafton, William “Will” Grafton 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 .
Key Points:
- SAN DIEGO, March 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Sarah Grafton, William “Will” Grafton 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 chose LPL because the Strategic Wealth Services offering provides them with the greatest flexibility and choice to build a boutique practice with a concierge service model.
- LPL Strategic Wealth Services offers unprecedented flexibility to help advisors build an ideal practice that suits their unique business needs.
- We look forward to a long-lasting partnership with the entire team at Grafton Wealth Advisors and are excited about what’s in store for this team.”