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
Sharon Melville (CRD# 1959107) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Salt Lake City, UT and has over 34 years of experience in the finance industry.
Ryan Middleton (CRD# 4018469) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Columbia, PA and has over 24 years of experience in the finance industry.
Michael Moffitt (CRD# 1388379) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in West Des Moines, IA and has over 38 years of experience in the finance industry.
James Moore (CRD# 5168320) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Knoxville, TN and has over 11 years of experience in the finance industry.
William Nagy (CRD# 2139804) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Florence, KY and has over 30 years of experience in the finance industry.
Tiberiu Negulescu (CRD# 4450524) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Murrieta, CA and has over 22 years of experience in the finance industry.
Grafton Newman (CRD# 736611) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Santa Rosa Beach, FL and has over 36 years of experience in the finance industry.
David Over (CRD# 5897647) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Mount Joy, PA and has over 12 years of experience in the finance industry.
Ryan Pitts (CRD# 5586530) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Florence, KY and has over 15 years of experience in the finance industry.
Jonathan Polson (CRD# 5280057) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Greenville, SC and has over 16 years of experience in the finance industry.