John Grafton (CRD# 7198082) is an Investment Advisor Representative working at Dynasty Wealth Management, LLC in Saint Petersburg, FL and has 1 year of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dynasty Financial Partners | St. Petersburg, FL | Feb 2022 - Current | 2 |
| Alphastar Capital Management | Cornelius, NC | Oct 2020 - Jan 2022 | 1 |
| Credit Suisse | Durham, NC | Nov 2019 - Oct 2020 | < 1 |
| Dauntless Discovery | Morrisville, NC | Sep 2019 - Jan 2020 | < 1 |
| Unemployed | Raleigh, NC | Jun 2019 - Sep 2019 | < 1 |
| West Virginia University | Morgantown, WV | Aug 2016 - May 2019 | 2 |
| Staples | Cross Lanes, WV | Dec 2013 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- FL
-
Total Assets Under Management917MILLIONS
-
Total Number of Accounts209ACCOUNTS
-
Average Account Value$4,386,545
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CT, FL, GA, IL, KS, KY, MD, ME, MN, MO, NJ, NV, NY, OH, OR, PA, TX, VA, WI
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