Silver Oak Securities

Finance · Tennessee, United States · 51-200 Employees

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Overview

Headquarters

403 N Parkway Ste 101, Jackson, Tennesse...

Phone Number

(731) 668-3825

Revenue

$15.7 Million

Industry

Finance Lending & Brokerage

About Silver Oak Securities

Silver Oak Securities, Inc. is a full-service Investment Advisor and Broker Dealer with over 20 years of experience, dedicated to serving independent wealth advisors. The firm offers a comprehensive wealth management platform that simplifies digitization and provides a wide range of products and services tailored to today's investors. Founded in 1999, Silver Oak is advisor-owned and focuses on fostering strong, trusted relationships between advisors and their clients. Based in Jackson, TN, the firm is a member of FINRA and SIPC, emphasizing its commitment to regulatory compliance and client service.Explore more
Silver Oak Securities's Social MediaSIC Code 62,621NAICS Code 52,523Show more

Silver Oak Securities Org Chart

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Chief Financial Officer

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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Silver Oak Securities

$15.7M
51-200
Private
-
1999
CA
Chip AllenChief Financial Officer
$29.4M
51-200
Private
-
1982
John Irvine, Chief Technology Officer at The Mason Companies
John IrvineChief Technology Officer
$28.5M
51-200
Private
-
2007
Glenn Worman, Chief Financial Officer at Arete Wealth
Glenn WormanChief Financial Officer
$16M
11-50
Private
<$5M
1983
MR
Matthew RozziChief Operating Officer
$9.2M
51-200
Private
-
2002
CM
C. MorrisCEO & President
$6.3M
11-50
Private
-
2012
SE
Salvatore EspositoManaging Director
<$5M
11-50
Private
-
1968
JM
Jo McKelveyDirector, Operations
Illustration of an envelope

Silver Oak Securities Tech Stack

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Frequently Asked Questions Regarding Silver Oak Securities

What is Silver Oak Securities's official website?
Silver Oak Securities's official website is www.silveroaksecurities.com
What is Silver Oak Securities's Revenue?
Silver Oak Securities's revenue is $15.7 Million
What is Silver Oak Securities's SIC code?
Silver Oak Securities's SIC: 62,621
What is Silver Oak Securities's NAICS code?
Silver Oak Securities's NAICS: 52,523
How many employees does Silver Oak Securities have?
Silver Oak Securities has 51-200 employees
What industry does Silver Oak Securities belong to?
Silver Oak Securities is in the industry of: Finance, Lending & Brokerage
What is Silver Oak Securities competition?
Silver Oak Securities top competitors include: Summit Wealth Group, The Mason Companies, Capital Analysts, KB Financial Companies
What technology does Silver Oak Securities use?
Some of the popular technologies that Silver Oak Securities uses are: WordPress.org, PHP, Cloudflare Website Optimization, HubSpot Marketing Free
Who is the CFO of Silver Oak Securities?
Silver Oak Securities's CFO is Chip Allen
How do I contact Silver Oak Securities?
Silver Oak Securities contact info: Phone number: (731) 668-3825 Website: www.silveroaksecurities.com
What does Silver Oak Securities do?

Silver Oak Securities, Inc. is a full-service Investment Advisor and Broker Dealer with over 20 years of experience, dedicated to serving independent wealth advisors. The firm offers a comprehensive wealth management platform that simplifies digitization and provides a wide range of products and services tailored to today's investors. Founded in 19... 99, Silver Oak is advisor-owned and focuses on fostering strong, trusted relationships between advisors and their clients. Based in Jackson, TN, the firm is a member of FINRA and SIPC, emphasizing its commitment to regulatory compliance and client service.Read More

What are Silver Oak Securities social media links?
Silver Oak Securities Linkedin page Silver Oak Securities Facebook page
Is Silver Oak Securities a public company?
Silver Oak Securities is private company therefore does not currently have an official ticker symbol
See more information about Silver Oak Securities

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