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
James Kreid (CRD# 2239213) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Peoria, IL and has over 27 years of experience in the finance industry.
Ryan Ledden (CRD# 6063267) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Alpharetta, GA and has over 11 years of experience in the finance industry.
Joseph Leon (CRD# 6851461) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Mount Joy, PA and has over 5 years of experience in the finance industry.
Thomas Lockmund (CRD# 2772337) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in New Albany, IN and has over 27 years of experience in the finance industry.
Russell Luce (CRD# 2486592) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Orland Park, IL and has over 29 years of experience in the finance industry.
Gary Lux (CRD# 1067531) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Newtown, PA and has over 39 years of experience in the finance industry.
Andrew Martin (CRD# 1335601) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Nashville, TN and has over 39 years of experience in the finance industry.
Edwin McKnight (CRD# 1466349) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Murfreesboro, TN and has over 36 years of experience in the finance industry.
Ed McManus (CRD# 1435191) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Chattanooga, TN and has over 38 years of experience in the finance industry.
David Melendy (CRD# 5115364) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Knoxville, TN and has over 12 years of experience in the finance industry.