William GraftonCRD Number: 5533607
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
William Grafton (CRD# 5533607) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Bank Of America,n.a.||Winterpark, FL||Nov 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Winter Park, FL||May 2008 - Current||9|
|University Of North Fl||Jacksonville, FL||Aug 2004 - May 2008||3|
|Wachovia Securities||Orlando, FL||May 2007 - Aug 2007||< 1|
|Wachovia Securities||Orlando, FL||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)