Silver Oak Securities, Inc.
Silver Oak Securities, Inc. (CRD# 46947) is a financial advisory firm headquartered in Jackson, TN. They manage $1,463,326,334 in 10,311 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1,463MILLION
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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
William Holt (CRD# 7436040) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Greenville, SC and has 1 year of experience in the finance industry.
Brian Hosan (CRD# 7257735) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Schroon Lake, NY and has over 3 years of experience in the finance industry.
Christopher Jones (CRD# 7235821) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Brentwood, TN and has over 3 years of experience in the finance industry.
Adam Koson (CRD# 7043390) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Knoxville, TN and has over 4 years of experience in the finance industry.
Autumn Mower (CRD# 7331202) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Alpharetta, GA and has over 3 years of experience in the finance industry.
Nathaniel Napier (CRD# 7748293) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Knoxville, TN and has 1 year of experience in the finance industry.
Michael Ohmstede (CRD# 6998576) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Lexington, KY and has over 5 years of experience in the finance industry.