Gradepoint Financial llc- Financial Advisor Safety Harbor, FL

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About Gradepoint Financial, llc

We our proudly independent and work with individuals and business owners to develop a comprehensive wealth management plan together. We are able to do this by utilizing a team approach and by focusing on four key components: Financial Enrichment, Risk Mitigation, Wealth Transfer and Proper utilization of the spectrum of investments. We are uniquely positioned to potentially contribute to the financial success of our clients and our community- while taking full advantage of the superior support and scale of LPL Financial, the nation's leading independent brokerage firm.

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General Information

Firm Start Year

1990

No. of Employees

10-19

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Form ADV Part 3

https://static.fmgsuite.com/media/documents/e5869191-b515-47f7-9f1b-a6dcae9f6d2e.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through TSFG, LLC, a Registered Investment Advisor. TSFG, LLC and GradePoint Financial, LLC, are separate entities from LPL Financial.

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Paladin Advisors

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Gradepoint Financial, llc