Grafton Newman (CRD# 736611) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Santa Rosa Beach, FL and has over 36 years of experience in the finance industry.
CRD# 6378144
Edward Jones
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| William E. Hopkins & Associates, Inc. | Jackson, TN | Oct 2006 - Current | 17 |
| Self Employed - Insurance/inv. | Memphis, TN | Jan 1988 - Current | 36 |
| Guardian Life Insurance Company | New York, NY | Jun 1985 - Current | 38 |
| A L Gray Agency | Memphis, TN | Feb 1985 - Current | 39 |
| Self Employed - Independent Broker | Germantown, TN | Feb 1985 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
- FL
- TN
- TX
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Total Assets Under Management1,463MILLIONS
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Total Number of Accounts10,311ACCOUNTS
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Average Account Value$141,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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