James Wilson, financial advisor Erlanger KY

James Wilson

CRD Number: 3160105
Current Firm: Silver Oak Securities, Inc.

James Wilson (CRD# 3160105) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Erlanger, KY and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Silver Oak Securities, Inc. Jackson, TN Jun 2021 - Current 2
Woodbury Financial Services Inc. Woodbury, MN Aug 2003 - Current 20
James E Wilson, Cpa Erlanger, KY Jun 2000 - Current 23
Horizon Group, LLC Erlanger, KY Mar 2000 - Current 24
Elliott & Wilson Properies Erlanger, KY Oct 1999 - Current 24
American Steel & Wire LLC Erlanger, KY Oct 1998 - Current 25
Avantax Investment Services, Inc. Erlanger, KY Feb 2019 - Jun 2021 2
Avantax Advisory Services Erlanger, KY Feb 2010 - Jun 2021 11
Avantax Insurance Agency, LLC Erlanger, KY Feb 2010 - Jun 2021 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Dec 2004
Contact Info for James E. Wilson
Phone Number: 731-668-3825
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    1,092
    MILLIONS
  • Total Number of Accounts
    10,178
    ACCOUNTS
  • Average Account Value
    $107,319
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

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

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