SILVER OAK SECURITIES, INC.

403 N. Parkway
Ste. 101
Jackson, Tennessee 38305
Tel: 731-668-3825

About SILVER OAK SECURITIES, INC.

SILVER OAK SECURITIES, INC, formally registered with the SEC as SILVER OAK SECURITIES, INC. The firm was established in 04/16/2010. They have over 77 offices throughout the country.

SILVER OAK SECURITIES, INC. is a Jackson, Tennessee based Financial Planning firm with nearly $1,463,326,334 assets under management, offering retirement planning & investment advisory services to 10311 clients. The firm is staffed with 105 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	46947
SEC#	801-71178
Assets Managed by Firm	$1,463,326,334
No. of Clients	10311
No. of Advisors	105

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	10311	$1,463,326,334
Individuals (other than high net worth individuals)	9934	$1,072,052,345
High net worth individuals	164	$391,273,989

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