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Silver Oak Securities, Inc.

Silver Oak Securities, Inc.


Silver Oak Securities, Inc.'s financial review

Silver Oak Securities, Inc.'s Revenue (Yearly)

7.6M

Employees

38

Total Funding

50K

Last Funding Round

50K


Silver Oak Securities, Inc. information

If you are a visionary and a disruptor with new ideas about the future of financial services, we want to work with you.Large broker-dealers don't have the adaptability to embrace independence because their business models work best when everyone serves their clients the same way.But your individuality is a competitive advantage, not a drawback. We believe the independent financial professional is ...
If you are a visionary and a disruptor with new ideas about the future of financial services, we want to work with you.Large broker-dealers don't have the adaptability to embrace independence because their business models work best when everyone serves their clients the same way.But your individuality is a competitive advantage, not a drawback. We believe the independent financial professional is the best possible guiding hand for today's investors, so we empower our professionals to do exactly what they think is right for their clients.Silver Oak Securities, Inc. is an independent, full-service broker dealer and SEC Registered Investment Advisor focused on serving the needs of independent financial professionals who foster strong, trusted relationships with their clients. The firm is a member of the Financial Industry Regulatory Authority (www.finra.org) and the Securities Investors Protection Corporation (www.sipc.org). Founded in 1999 by Principals with deep investment management and compliance experience spanning 40 years, Silver Oak is based in the heart of the southern U.S. Our corporate headquarters is located in Jackson, TN, between Nashville and Memphis.

Silver Oak Securities, Inc. industries

Mutual funds & etfs
Full service brokerage
Stocks & bonds
Variable annuities

Silver Oak Securities, Inc.'s financial review

Silver Oak Securities, Inc.'s Revenue (Yearly)

7.6M

Employees

38

Total Funding

50K

Last Funding Round

50K

Technologies

Notable Alumni

William Dickens
Health and Benefits Financial Associate
WTW
Andrew Terrell
Managing Director, Research Analyst
Stephens

Employees

Operations and Billing Specialist
Operational Specialist - Trading and Advisory Services
Financial Advisor
Financial Advisor

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