Advisor at Silver Oak Securities, Incorporated
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Silver Oak Securities, Incorporated
Location
Jackson, TN 38305
Credentials
Series 63, Series 66
Industry experience
24 years
Financial planning and consultation flat fees up to $35,000; Align Wealth Management fixed annual fee $15,000 to $75,000
$0+: Negotiable up to 2% maximum annual Advisor Fee (may be flat or tiered) $0+: Platform Fee: $45 per year per account (pro-rated) plus asset-based fee between 0.08% - 0.15% for Compass and Align Wealth Management $0+: Platform Fee: $45 per year per account (pro-rated) plus 0.20% asset-based fee for AdvisorFX accounts
Broker-dealer commissions for securities transactions separate from advisory fees
Financial planning and consultation charged at $300 per hour
Fee-only: Financial planning and consultation fees: $300 per month, $300 per hour, or up to $35,000 flat fee
Silver Oak Securities, Inc
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Jackson, TN
Edward Jones
Series 66
Humboldt, TN
Edward Jones
Series 66
Humboldt, TN
Edward Jones
Series 66
Humboldt, TN
Edward Jones
ChFC®, Series 63, Series 65
Jackson, TN
Edward Jones
Series 63, Series 65
Jackson, TN
Haynes Barker Investment Management, LLC
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