Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services
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 reported having served approximately $580 million in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch.