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).

By the Numbers
  • Total Assets Under Management
    1,463
    MILLION
  • Total Number of Accounts
    10,311
    ACCOUNTS
  • Average Account Value
    $141,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Silver Oak Securities, Inc.
Showing 21 - 30 of 96 top financial advisors.
21
Homer A. Farr
CRD#: 2205140
3 Caledon Court, Suite C, Greenville, SC 29615

Homer Farr (CRD# 2205140) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Greenville, SC and has over 32 years of experience in the finance industry.

22
William P. Franca
CRD#: 1719193
205 Powell Place, Suite 358, Brentwood, TN 37027

William Franca (CRD# 1719193) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Brentwood, TN and has over 36 years of experience in the finance industry.

23
Charlotte W. Gaines
CRD#: 4364021
403 N. Parkway, Suite 101, Jackson, TN 38305

Charlotte Gaines (CRD# 4364021) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 23 years of experience in the finance industry.

24
George H. Gardner
CRD#: 1156809
Tigard, OR

George Gardner (CRD# 1156809) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Tigard, OR and has over 40 years of experience in the finance industry.

25
James M. Garrison
CRD#: 1365996
5202 Nashville Highway, Chapel Hill, TN 37034

James Garrison (CRD# 1365996) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Chapel Hill, TN and has over 26 years of experience in the finance industry.

26
Brent A. Gorter
CRD#: 4544306
436 South 7th Street, Suite 200, Louisville, KY 40203

Brent Gorter (CRD# 4544306) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Louisville, KY and has over 19 years of experience in the finance industry.

27
Charles F. Gray
CRD#: 1603951
1331 Union Ave, Suite 1000, Memphis, TN 38104

Charles Gray (CRD# 1603951) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Memphis, TN and has over 37 years of experience in the finance industry.

28
Richard G. Grucz
CRD#: 1525599
7000 Roosevelt, Suite 103, Allen Park, MI 48101

Richard Grucz (CRD# 1525599) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Allen Park, MI and has over 37 years of experience in the finance industry.

29
Joanna R. Habegger
CRD#: 6386317
9465 Counselors Row, Suite 200, Indianapolis, IN 46240

Joanna Habegger (CRD# 6386317) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Indianapolis, IN and has over 9 years of experience in the finance industry.

30
Martin L. Hearn
CRD#: 2480658
1661 International Drive, Ste. 400, Memphis, TN 38120

Martin Hearn (CRD# 2480658) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Memphis, TN and has over 29 years of experience in the finance industry.

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