Silver Oak Securities, Inc.

Silver Oak Securities, Inc. (CRD# 46947) is a financial advisory firm headquartered in Jackson, TN. They manage $418,183,214 in 3,221 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    418
    MILLION
  • Total Number of Accounts
    3,221
    ACCOUNTS
  • Average Account Value
    $129,830
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, PA, SC, SD, TN, TX, VA, WI

Financial Advisors at Silver Oak Securities, Inc.
Showing 1 - 10 of 61 top financial advisors.
1
John E. Banko
CRD#: 4629232
10118 Quarry Hill Place, Parker, CO 80134

John Banko (CRD# 4629232) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Parker, CO and has over 16 years of experience in the finance industry.

2
Jerald A. Bennett
CRD#: 2321637
403 N. Parkway, Suite 202, Jackson, TN 38305

Jerald Bennett (CRD# 2321637) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 27 years of experience in the finance industry.

3
Clemont L. Bevill
CRD#: 1790971
403 N. Parkway, Ste. 202, Jackson, TN 38305

Clemont Bevill (CRD# 1790971) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 32 years of experience in the finance industry.

4
William J. Bingham
CRD#: 2069119
1402 East Center St, Kingsport, TN 37662

William Bingham (CRD# 2069119) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Kingsport, TN and has over 27 years of experience in the finance industry.

5
Kevin D. Biven
CRD#: 1016871
4350 Brownsboro Road, Suite 110, Louisville, KY 40207

Kevin Biven (CRD# 1016871) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Louisville, KY and has over 38 years of experience in the finance industry.

6
Sean T. Biven
CRD#: 6224460
4350 Brownsboro Road, Suite 16, Louisville, KY 40207

Sean Biven (CRD# 6224460) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Louisville, KY and has over 4 years of experience in the finance industry.

7
Jamison C. Bowman
CRD#: 801921
403 N. Parkway, Suite 202, Jackson, TN 38305

Jamison Bowman (CRD# 801921) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 39 years of experience in the finance industry.

8
Garry N. Boyd
CRD#: 1680601
403 N. Parkway, Suite 202, Jackson, TN 38305

Garry Boyd (CRD# 1680601) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 22 years of experience in the finance industry.

9
Zachary S. Buckland
CRD#: 5988792
403 N. Parkway, Suite 202, Jackson, TN 38305

Zachary Buckland (CRD# 5988792) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 8 years of experience in the finance industry.

10
Charles J. Christian
CRD#: 1540727
403 N. Parkway, Suite 202, Jackson, TN 38305

Charles Christian (CRD# 1540727) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 22 years of experience in the finance industry. Charles Christian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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