Silver Oak Securities, Inc.

About

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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mutual funds & etfs, full service brokerage, stocks & bonds, variable annuities, insurance services, td ameritrade institutional, schwab institutional, envestnet advisor services, orion advisor services

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