Silver Oak Securities
Finance · Tennessee, United States · 51-200 Employees
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Overview
Headquarters
403 N Pkwy Ste 101, Jackson, Tennessee, ...Phone Number
(731) 668-3825Website
www.silveroaksecurities.comRevenue
$15.7 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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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 Org Chart
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Silver Oak Securities is experiencing very low activity levels compared to other companies in the Finance sector.
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Silver Oak Securities Tech Stack
A closer look at the technologies used by Silver Oak Securities
Most Recent Scoops
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to financial reporting. The organization is currently evaluating various vendors. The organization is leveraging Orion solutions to support these efforts.
Accounting, Financial Planning, Financial Reporting, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to asset management. The organization is using third party sources for model portfolios to support these efforts.
Asset Management, Financial Planning, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is planning to begin initiatives related to financial analysis software within three to six months. The organization is currently evaluating various vendors. Silver Oak Securities will be increasing funding to support these efforts. The organization plans to leverage its existing Orion Planning tools.
Spending/Investment, Analytics & Insights, Financial Planning, Funding, Financial Systems, Software, Financial Reporting, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to customer relationship management (CRM). The organization is currently evaluating various vendors. Redtail solutions are being leveraged in support of these initiatives.
CRM, Financial Planning, Finance, Financial Strategy
Project
Automation, Accounting, Financial Planning, Financial Systems, Software, Finance, Financial Strategy, Risk
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Frequently Asked Questions Regarding Silver Oak Securities
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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... Read More
