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Financial ADVSR advisor directory · SEC adviser records

Silver Oak Wealth Advisors Services, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Silver Oak Wealth Advisors Services, LLC office in California, by city and A to Z.

The short answer

3 registered advisors work at Silver Oak Wealth Advisors Services, LLC in California, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Los Angeles (3). 3 list the CFP designation and 0 are also registered broker representatives.

Silver Oak Wealth Advisors Services, LLC advisors by city in California

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Los Angeles 3

Silver Oak Wealth Advisors Services, LLC advisors in California, A to Z

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Silver Oak Wealth Advisors Services, LLC advisors in every state →Silver Oak Wealth Advisors Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Silver Oak Wealth Advisors Services, LLC financial advisors are in California?

3 investment adviser representatives are registered at Silver Oak Wealth Advisors Services, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Silver Oak Wealth Advisors Services, LLC have the most advisors?

Los Angeles, with 3. Silver Oak Wealth Advisors Services, LLC has advisors in 1 city in California.

How do I check a Silver Oak Wealth Advisors Services, LLC advisor in California?

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 Wealth Advisors Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.