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
Dennis Holliman (CRD# 1058184) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Columbus, MS and has over 27 years of experience in the finance industry.
William Hopkins (CRD# 2582698) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 28 years of experience in the finance industry.
Patrick Horwitz (CRD# 5937211) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Fort Wayne, IN and has over 12 years of experience in the finance industry.
Edwin Jaffe (CRD# 1382154) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 29 years of experience in the finance industry.
Robert Jaffe (CRD# 6337047) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Memphis, TN and has over 6 years of experience in the finance industry.
James Jennings (CRD# 5615652) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Alpharetta, GA and has over 15 years of experience in the finance industry.
Brian Johnson (CRD# 4413398) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Lakewood, CO and has over 22 years of experience in the finance industry.
Michael Jones (CRD# 1888272) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 35 years of experience in the finance industry.
Michael Jones (CRD# 5555401) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Burlington, NC and has over 15 years of experience in the finance industry.
Dwight Kimber (CRD# 5125542) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Sayner, WI and has over 17 years of experience in the finance industry.