Silver Oak Securities Revenue and Competitors

Jackson, TN USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Silver Oak Securities's estimated annual revenue is currently $7.7M per year.(i)
  • Silver Oak Securities's estimated revenue per employee is $168,000

Employee Data

  • Silver Oak Securities has 46 Employees.(i)
  • Silver Oak Securities grew their employee count by -4% last year.

Silver Oak Securities's People

NameTitleEmail/Phone
1
Managing Director, Practice Management & Digital MarketingReveal Email/Phone
2
SVP and Chief Compliance OfficerReveal Email/Phone
3
VP - Managing Director Advisory Services and Recruiting CoordinatorReveal Email/Phone
4
Senior Business Relationship ManagerReveal Email/Phone
5
Reconciliation ManagerReveal Email/Phone
6
Senior Manager - Service & OperationsReveal Email/Phone
7
OwnerReveal Email/Phone
8
Financial AdvisorReveal Email/Phone
9
Senior V.P. Business DevelopmentReveal Email/Phone
10
Senior Insurance Product SpecialistReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$46.2M200-2%N/AN/A
#2
$6.4M386%N/AN/A
#3
$11M587%N/AN/A
#4
$18.1M868%N/AN/A
#5
$560.4M1906N/AN/AN/A
#6
$908.5M3090N/AN/AN/A
#7
$3.4M23-8%N/AN/A
#8
$25.6M122-8%N/AN/A
#9
$6.2M376%N/AN/A
#10
$3.2M22-4%N/AN/A
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What Is Silver Oak Securities?

Silver Oak Securities, Inc. is an independent, full‐service broker dealer and SEC Registered Investment Advisor focused on serving the needs of independent wealth advisors who foster strong, trusted relationships with their clients. The firm is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC). Founded in 1999 by Principals with deep investment management and compliance experience spanning 40 years Our goal is to help independent advisors deliver world‐class client service while maximizing their profit potential. Our mission is to help advisors increase their profit margin while improving their service model to customers. Advisors have the advantage of the industry's strongest financial custodial platforms and technology from TD Ameritrade And Schwab, while enjoying the flexibility of customized compliance, highly personalized service, the independence of non‐proprietary investment and insurance products, and pricing arrangements to enhance advisor profitability. We work with the best technology providers for reporting and portfolio management that help our advisors build a powerful brand, access to their investments across all media devises and deep integrations to your CRM and planning tools to effectively scale your practice. Securities and advisory services offered through Silver Oak Securities, Inc. member FINRA and SIPC.

keywords:N/A

N/A

Total Funding

46

Number of Employees

$7.7M

Revenue (est)

-4%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Silver Oak Securities News

2022-04-19 - Chippendales lobbies up- POLITICO Politico

Chippendales lobbies up- POLITICO Politico

2022-04-17 - Ten Real Estate Sales In Mid-January Top $250000 Observer Today

Ten Real Estate Sales In Mid-January Top $250000 Observer Today

2022-02-22 - Silver Oak Securities Champions Independence with a Full-Court ... PR Newswire

Silver Oak Securities Champions Independence with a Full-Court ... PR Newswire

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$11.9M46-12%N/A
#2
$6.4M467%N/A
#3
$11.5M46-4%N/A
#4
$12.1M4610%N/A
#5
$11.5M467%N/A