Clarence Daniels (CRD# 6793339) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Knoxville, TN and has over 6 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities Inc. | Jackson, TN | Oct 2023 - Current | < 1 |
| Private Client Services, LLC | Louisville, KY | Mar 2021 - Oct 2023 | 2 |
| Securities America, Inc. | Knoxville, TN | Sep 2020 - Mar 2021 | < 1 |
| Securities America Advisors | Knoxville, TN | Sep 2020 - Mar 2021 | < 1 |
| Securities Service Network | Knoxville, TN | May 2017 - Sep 2020 | 3 |
| First Tennessee Bank | Knoxville, TN | Jun 2001 - May 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- TN
-
Total Assets Under Management1,463MILLIONS
-
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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