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Financial ADVSR advisor directory · SEC adviser records

Silver Oak Securities, Incorporated financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Silver Oak Securities, Incorporated office in North Carolina, by city and A to Z.

The short answer

3 registered advisors work at Silver Oak Securities, Incorporated in North Carolina, out of 110 nationwide; it's the firm's number 15 state by advisors, and the most are in Burlington (1). 1 list the CFP designation and 3 are also registered broker representatives.

Silver Oak Securities, Incorporated advisors by city in North Carolina

Every firm in North Carolina →

Burlington 1Hampstead 1

Silver Oak Securities, Incorporated advisors in North Carolina, A to Z

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Silver Oak Securities, Incorporated advisors in every state →Silver Oak Securities, Incorporated: assets, clients and custodians →Advisor Moves: who changed firms this week →

Silver Oak Securities, Incorporated in other states

Tennessee 35Kentucky 17Pennsylvania 8Illinois 7Indiana 7South Carolina 5New York 4Iowa 3Louisiana 3

Questions

How many Silver Oak Securities, Incorporated financial advisors are in North Carolina?

3 investment adviser representatives are registered at Silver Oak Securities, Incorporated offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 110 at the firm nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Where in North Carolina does Silver Oak Securities, Incorporated have the most advisors?

Burlington, with 1, then Hampstead (1). Silver Oak Securities, Incorporated has advisors in 2 cities in North Carolina.

How do I check a Silver Oak Securities, Incorporated advisor in North Carolina?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Silver Oak Securities, Incorporated office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.