Silver Oak Securities, Inc.

Silver Oak Securities, Inc. (CRD# 46947) is a financial advisory firm headquartered in Jackson, TN. They manage $1,092,291,574 in 10,178 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,092
    MILLION
  • 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
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 1 - 10 of 96 top financial advisors.
1
Robert P. Ahler
CRD#: 2790169
9729 Cogdill Rd., Ste. 104, Knoxville, TN 37932

Robert Ahler (CRD# 2790169) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Knoxville, TN and has over 27 years of experience in the finance industry.

2
John E. Banko
CRD#: 4629232
10118 Quarry Hill Place, Parker, CO 80134

John Banko (CRD# 4629232) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Parker, CO and has over 20 years of experience in the finance industry.

3
Eric C. Beittel
CRD#: 4102808
4431 N. Front Street, Floor 3, Harrisburg, PA 17110

Eric Beittel (CRD# 4102808) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Harrisburg, PA and has over 24 years of experience in the finance industry.

4
Jerald A. Bennett
CRD#: 2321637
Sellersburg, IN

Jerald Bennett (CRD# 2321637) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Sellersburg, IN and has over 31 years of experience in the finance industry.

5
William J. Bingham
CRD#: 2069119
1402 East Center St, Kingsport, TN 37662

William Bingham (CRD# 2069119) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Kingsport, TN and has over 31 years of experience in the finance industry.

6
Kevin D. Biven
CRD#: 1016871
4350 Brownsboro Road Suite 110, Louiisville, KY 40207

Kevin Biven (CRD# 1016871) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Louiisville, KY and has over 42 years of experience in the finance industry.

7
Sean T. Biven
CRD#: 6224460
4350 Brownsboro Road Suite 110, Louiisville, KY 40207

Sean Biven (CRD# 6224460) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Louiisville, KY and has over 8 years of experience in the finance industry.

8
Jamison C. Bowman
CRD#: 801921
1331 Union Ave, Suite 1000, Memphis, TN 38104

Jamison Bowman (CRD# 801921) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Memphis, TN and has over 43 years of experience in the finance industry.

9
Garry N. Boyd
CRD#: 1680601
Lenoir City, TN

Garry Boyd (CRD# 1680601) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Lenoir City, TN and has over 26 years of experience in the finance industry.

10
Zachary S. Buckland
CRD#: 5988792
403 N. Parkway, Suite 101, Jackson, TN 38305

Zachary Buckland (CRD# 5988792) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 12 years of experience in the finance industry.

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