Joanna Slade, Clu®, Cfp®, Ea
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Joanna Slade, Clu®, Cfp®, Ea Email & Phone Number

Silver Oak Securities, Inc. at Silver Oak Securities, Inc.
Location: Greater New Orleans Region, United States, United States 2 work roles 2 schools
1 work email found @lincolnfinancialadvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@lincolnfinancialadvisors.com
LinkedIn Profile matched
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Current company
Silver Oak Securities, Inc.
Role
Silver Oak Securities, Inc.
Location
Greater New Orleans Region, United States, United States
Company size
25 employees

Who is Joanna Slade, Clu®, Cfp®, Ea? Overview

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Quick answer

Joanna Slade, Clu®, Cfp®, Ea is listed as Silver Oak Securities, Inc. at Silver Oak Securities, Inc., a company with 25 employees, based in Greater New Orleans Region, United States, United States. AeroLeads shows a work email signal at lincolnfinancialadvisors.com and a matched LinkedIn profile for Joanna Slade, Clu®, Cfp®, Ea.

Joanna Slade, Clu®, Cfp®, Ea previously worked as Advisory Representative at Silver Oak Securities, Inc. and Advisory Representative at Lincoln Financial Securities Corporation. Joanna Slade, Clu®, Cfp®, Ea holds Chartered Life Underwriter from The American College Of Financial Services.

Company email context

Email format at Silver Oak Securities, Inc.

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{first}@lincolnfinancialadvisors.com
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AeroLeads found 1 current-domain work email signal for Joanna Slade, Clu®, Cfp®, Ea. Compare company email patterns before reaching out.

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Profile bio

About Joanna Slade, Clu®, Cfp®, Ea

For over 30 years, I have had the honor of assisting clients in the areas of insurance and investment planning. I am licensed to offer life and health insurance, including Medicare health products, and annuities. I offer investments and advisory services through Silver Oak Securities, Inc. In addition, I am also a Notary Public and an Enrolled Agent, a Federally authorized tax practitioner who is empowered by the United States Department of the Treasury to represent taxpayers before the Internal Revenue Service for tax issues relating to audits, collections and appeals.Securities and Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC., and a Registered Investment Advisor.

Current workplace

Joanna Slade, Clu®, Cfp®, Ea's current company

Company context helps verify the profile and gives searchers a useful next step.

Silver Oak Securities, Inc.
Silver Oak Securities, Inc.
Silver Oak Securities, Inc.
jackson, tennessee, united states
Website
silveroaksecurities.com
Employees
25
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Company profile
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2 roles

Joanna Slade, Clu®, Cfp®, Ea work experience

A career timeline built from the work history available for this profile.

Advisory Representative

Lincoln Financial Securities Corporation

Louisiana, Mississippi And Texas

Through utilization of resource materials, knowledge of the industry, and support of the companies I represent, I have been assisting clients in developing long-term financial solutions for over 25 years. Joanna Slade is an Advisory Representative offering securities and advisory services through Lincoln Financial Securities Corp., Member SIPC. Branch.

Feb 1993 - Apr 2024
Team & coworkers

Colleagues at Silver Oak Securities, Inc.

Other employees you can reach at silveroaksecurities.com. View company contacts for 25 employees →

MN Michael Nuebeck Michael Nuebeck Colleague at Silver Oak Securities, Inc. Knoxville, Tennessee, United States, United States View → JR Jennifer Rushing Jennifer Rushing Colleague at Silver Oak Securities, Inc. Knoxville, Tennessee, United States, United States View → RA Robert Ahler, Cmt Robert Ahler, Cmt Colleague at Silver Oak Securities, Inc. Knoxville, Tennessee, United States, United States View → KH Kelley Harrell Kelley Harrell Colleague at Silver Oak Securities, Inc. Knoxville Metropolitan Area, United States View → GZ George Zook George Zook Colleague at Silver Oak Securities, Inc. Lancaster, Pennsylvania, United States, United States View → SB Shirley Borden Shirley Borden Colleague at Silver Oak Securities, Inc. Martin, Tennessee, United States, United States View → ME Michael Ellison,Crc® Michael Ellison,Crc® Colleague at Silver Oak Securities, Inc. Louisville, Kentucky, United States, United States View → LP Larry Prislovsky Larry Prislovsky Colleague at Silver Oak Securities, Inc. Knoxville Metropolitan Area, United States View → LM Landon Moore, Aif®, Bfa™️ Landon Moore, Aif®, Bfa™️ Colleague at Silver Oak Securities, Inc. Knoxville, Tennessee, United States, United States View → SD Shayne Daniels Shayne Daniels Colleague at Silver Oak Securities, Inc. Knoxville, Tennessee, United States, United States View →
2 education records

Joanna Slade, Clu®, Cfp®, Ea education

FAQ

Frequently asked questions about Joanna Slade, Clu®, Cfp®, Ea

Quick answers generated from the profile data available on this page.

What company does Joanna Slade, Clu®, Cfp®, Ea work for?

Joanna Slade, Clu®, Cfp®, Ea works for Silver Oak Securities, Inc..

What is Joanna Slade, Clu®, Cfp®, Ea's role at Silver Oak Securities, Inc.?

Joanna Slade, Clu®, Cfp®, Ea is listed as Silver Oak Securities, Inc. at Silver Oak Securities, Inc..

What is Joanna Slade, Clu®, Cfp®, Ea's email address?

AeroLeads has found 1 work email signal at @lincolnfinancialadvisors.com for Joanna Slade, Clu®, Cfp®, Ea at Silver Oak Securities, Inc..

Where is Joanna Slade, Clu®, Cfp®, Ea based?

Joanna Slade, Clu®, Cfp®, Ea is based in Greater New Orleans Region, United States, United States while working with Silver Oak Securities, Inc..

What companies has Joanna Slade, Clu®, Cfp®, Ea worked for?

Joanna Slade, Clu®, Cfp®, Ea has worked for Silver Oak Securities, Inc. and Lincoln Financial Securities Corporation.

Who are Joanna Slade, Clu®, Cfp®, Ea's colleagues at Silver Oak Securities, Inc.?

Joanna Slade, Clu®, Cfp®, Ea's colleagues at Silver Oak Securities, Inc. include Michael Nuebeck, Jennifer Rushing, Robert Ahler, Cmt, Kelley Harrell, and George Zook.

How can I contact Joanna Slade, Clu®, Cfp®, Ea?

You can use AeroLeads to view verified contact signals for Joanna Slade, Clu®, Cfp®, Ea at Silver Oak Securities, Inc., including work email, phone, and LinkedIn data when available.

What schools did Joanna Slade, Clu®, Cfp®, Ea attend?

Joanna Slade, Clu®, Cfp®, Ea holds Chartered Life Underwriter from The American College Of Financial Services.

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