Silver Oak Securities, Inc. Company Profile, Contacts & Intelligence

Financial Services403 N Parkway43 employeesFounded 1999
2 contacts with email or phone data2 with email data
View verified contacts Compare competitors
Employees
43
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
4
Mapped contact coverage

Silver Oak Securities, Inc. Overview

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.

Headquarters
403 N Parkway
Website
silveroaksecurities.com
Industry
Financial Services
Founded
1999
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Mutual Funds and ETFS Full Service Brokerage Stocks and Bonds Variable Annuities Insurance Services TD Ameritrade Institutional Schwab Institutional Envestnet Advisor Services Orion Advisor Services

Silver Oak Securities, Inc. Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data in the visible sample.
4 departments represented
Visible contacts with email or phone data are mapped to these departments.
5 company-domain emails
Visible contacts using Silver Oak Securities, Inc.'s company email domain.
General
5
Finance
2
Executive
2
Operations
1

Silver Oak Securities, Inc. People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Jennifer Rushing
Home Office Principal
E
T
Tom Mcguire
Empowering Independent Advisors, Offering Unparalleled Support and Freedom.
E
D
Dave Over
Senior Financial Advisor at Coram Deo Advisors
M
Michael L. Jones, Chfc®, Cfp®, Msfs

Silver Oak Securities, Inc. Workforce Composition

Seniority breakdown across 14 visible profiles.

Individual contributor
7
Executive
2
Manager
2
Senior / Lead
2
VP / Head
1

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