Silver Oak Securities, Inc.

www.joinsilveroaksecurities.com

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.

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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.

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Country

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State

Tennessee

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City (Headquarters)

Jackson

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Founded

1999

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Potential Decision Makers

  • Vice President , Business Development

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Financial Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director , Practice Management and Digital Marketing

    Email ****** @****.com
    Phone (***) ****-****

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