Grafton
Newman
Silver Oak Securities, Inc
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About this Advisor
Grafton Newman is a financial advisor based in Santa Rosa Beach, Florida, working with Silver Oak Securities, Inc. Grafton has previously held positions at A L Gray Agency, Self Employed - Independent Broker, Guardian Life Insurance Company, Self Employed - Insurance/Inv, and William E. Hopkins & Associates, Inc. Grafton has passed the Series 63 regulatory exam and is registered to provide services in Florida, Tennessee, and Texas. Currently, Grafton is part of Silver Oak Securities, Inc, which operates out of Santa Rosa Beach, Florida. The firm has 76 offices and 105 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Silver Oak Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,463,326,334
105
10,311
$141,919
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
Grafton Newman Work History
William E. Hopkins & Associates, Inc
Self Employed - Insurance/Inv
A L Gray Agency
Self Employed - Independent Broker
Guardian Life Insurance Company
Disclosures
Please visit the SEC profile of Grafton Newman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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