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
Samuel Zurcher (CRD# 6410114) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in West Des Moines, IA and has over 6 years of experience in the finance industry.
Nicholas Morgan (CRD# 6071723) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Macon, GA and has over 7 years of experience in the finance industry.
Kathleen Barrett (CRD# 6375701) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Chandler, AZ and has 1 year of experience in the finance industry.
Shirley Borden (CRD# 2987609) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 26 years of experience in the finance industry.
Curtis Clegg (CRD# 4905457) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Louisville, CO and has over 19 years of experience in the finance industry.
Clarence Daniels (CRD# 6793339) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Knoxville, TN and has over 6 years of experience in the finance industry.
David Feltz (CRD# 1233301) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Schroon Lake, NY and has over 40 years of experience in the finance industry.
Aubrey Gibbs (CRD# 7412648) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Alpharetta, GA and has over 2 years of experience in the finance industry.
Jeffrey Green (CRD# 7060347) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Brentwood, TN and has over 4 years of experience in the finance industry.
Erik Hoffman (CRD# 5306228) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Florence, KY and has over 16 years of experience in the finance industry.