Silver Oak Securities, Inc. is a full-service Investment Advisor and Broker Dealer with over 20 years of experience in the independent financial services community, offering a comprehensive range of products and services to meet the needs of today's investors. As an advisor-owned firm, they are dedicated to building visionary investment advisory practices and equipping clients with the tools for independent success.
Based in Jackson, TN, Silver Oak Securities is an independent, SEC Registered Investment Advisor and member of FINRA and SIPC. Founded in 1999 by Principals with extensive investment management and compliance experience, the firm focuses on serving the needs of independent wealth advisors who prioritize strong, trusted relationships with their clients.
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