Grafton Newman Jr.
Advisor at Silver Oak Securities, Incorporated
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Silver Oak Securities, Incorporated
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Santa Rosa Beach, FL
Credentials
ChFC®, Series 63
Industry experience
43 years
Grafton Newman Jr. is a financial advisor with Silver Oak Securities, Incorporated, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has worked with William E. Hopkins & Associates, Inc. since 2006 and has been self-employed in insurance and investment-related roles since 1985. Outside of securities, he manages a life insurance business offering equity and fixed annuities as well as long-term care insurance. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm provides tailored portfolio management and financial planning through a network of more than 100 professionals, using both internal and third-party due diligence to support its investment strategies.
Based on Silver Oak Securities, Incorporated
Financial planning flat fee up to $35,000; Align Wealth Management fixed annual fee $15,000 - $75,000.
$0+: Negotiable up to 2% annually (Advisor Fee) $0+: Platform Fee: $45 per year per account plus 0.08% - 0.15% annually (Compass) $0+: Platform Fee: $45 per year per account plus 0.05% - 0.25% annually (AdvisorFX)
Financial Professionals may receive commissions for securities and insurance products as registered representatives and agents.
Financial planning and consultation fees: $300 per hour.
Fee-only: Financial planning and consultation fees: $300 per hour; $300 per month; or $35,000 flat fee.
Santa Rosa Beach, FL
Florida · Tennessee · Texas
William E. Hopkins & Associates, Inc.
2006 - Present (20 years)
Self Employed - Insurance/Inv.
1988 - Present (38 years)
Guardian life Insurance Company
1985 - Present (41 years)
Self Employed - Independent Broker
1985 - Present (41 years)
A L Gray Agency
1985 - Present (41 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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