Our goal is to help independent advisors deliver world-class client service while maximizing their profit potential. Accordingly, Silver Oak Securities has created a unique structure that offers the strength and scale of a large financial institution with the flexibility of a smaller, boutique organization. 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, the independence of non-proprietary investment and insurance products, highly personalized service, and pricing arrangements to enhance advisor profitability.
At Silver Oak Securities, we have evolved beyond the typical services and offerings of your average Broker-Dealer. We incorporate the best technology on the best custodial platforms and wrap it with financial planning and reporting solutions that are second-to-none. With this technology, our Advisors are able to provide their clients with a unique experience that is tailored and branded to their firm.
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 (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.