Silver Oak Securities
Silver Oak Securities, founded in 1999, is a full-service Investment Advisor and Broker Dealer based in Jackson, Tennessee, serving independent wealth advisors with a comprehensive range of products and services.
Founded in 1999
Silver Oak Securities was founded in 1999 by principals with over 40 years of experience in investment management and compliance. The company was established to provide a dedicated platform for independent wealth advisors and has built a reputation in the financial industry since its inception.
Investment Advisory and Brokerage Services
Silver Oak Securities operates as a full-service Investment Advisor and Broker Dealer. The company offers comprehensive investment advisory services, managing investments and providing expert advice to help clients achieve their financial goals. As a Broker Dealer, Silver Oak Securities facilitates the buying and selling of securities for clients, ensuring compliance with regulatory standards.
Membership with FINRA and SIPC
Silver Oak Securities is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC). These memberships underscore the company's commitment to maintaining high standards of regulatory compliance and protecting investors' interests through adherence to industry regulations and standards.
Headquarters in Jackson, Tennessee
The corporate headquarters of Silver Oak Securities is located in Jackson, Tennessee, strategically positioned between Nashville and Memphis. This location enables the company to effectively serve clients across the region and leverage the economic advantages of being situated in a central location.
Wealth Management Platform
Silver Oak Securities offers a sophisticated wealth management platform designed to simplify the complexities of digitization in the financial industry. This platform connects financial leaders to businesses, facilitating efficient and effective wealth management solutions for both advisors and their clients.
Products and Services
Silver Oak Securities provides a full range of products and services tailored to meet the needs of today's investors. This diverse offering includes investment management, brokerage services, and advanced financial planning tools, all aimed at supporting the success of independent wealth advisors and their clients.
Focus on Independent Wealth Advisors
Silver Oak Securities prides itself on focusing on the needs of independent wealth advisors. By providing the necessary resources, tools, and support, the company helps these advisors deliver superior financial services to their clients, fostering growth and success in their practices.