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Financial ADVSR advisor directory · SEC adviser records

Silver Oak Securities, Incorporated financial advisors in South Carolina

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

The short answer

5 registered advisors work at Silver Oak Securities, Incorporated in South Carolina, out of 110 nationwide; it's the firm's number 6 state by advisors, and the most are in Greenville (4). 0 list the CFP designation and 5 are also registered broker representatives.

Silver Oak Securities, Incorporated advisors by city in South Carolina

Every firm in South Carolina →

Greenville 4Surfside Beach 1

Silver Oak Securities, Incorporated advisors in South 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 7New York 4Iowa 3Louisiana 3

Questions

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

5 investment adviser representatives are registered at Silver Oak Securities, Incorporated offices in South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 110 at the firm nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

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

Greenville, with 4, then Surfside Beach (1). Silver Oak Securities, Incorporated has advisors in 2 cities in South Carolina.

How do I check a Silver Oak Securities, Incorporated advisor in South 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.