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Financial ADVSR advisor directory · SEC adviser records

Silver Oak Securities, Incorporated financial advisors in Louisville, KY

Every SEC-registered investment adviser representative at a Silver Oak Securities, Incorporated office in Louisville, A to Z.

The short answer

7 registered advisors work at Silver Oak Securities, Incorporated in Louisville, out of 110 at the firm nationwide; it ranks number 37 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

Silver Oak Securities, Incorporated advisors in Louisville, A to Z

Every Silver Oak Securities, Incorporated advisor →

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

Silver Oak Securities, Incorporated advisors in other cities

Knoxville, TN 11Jackson, TN 9Lancaster, PA 5Greenville, SC 4Memphis, TN 4Wilmette, IL 3Bowling Green, KY 2Chandler, AZ 2Colorado Springs, CO 2Columbus, MS 2Florence, KY 2Louiisville, KY 2Madisonville, LA 2Schroon Lake, NY 2Sellersburg, IN 2

Other firms in Louisville

All Louisville advisors →

Robert W. Baird & Co. Incorporated 146Morgan Stanley 81Raymond James & Associates, Inc. 53Cerity Partners LLC 48Ameriprise Financial Services, LLC 47LPL Financial LLC 44Merrill Lynch, Pierce, Fenner & Smith Incorporated 34Edward Jones 33UBS Financial Services Inc. 33J.P. Morgan Securities LLC 28State Farm Investment Management Corp. 28Private Client Services, LLC 26

Questions

How many financial advisors does Silver Oak Securities, Incorporated have in Louisville?

7 investment adviser representatives are registered at Silver Oak Securities, Incorporated offices in Louisville, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 110 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Is Silver Oak Securities, Incorporated one of the largest advisor employers in Louisville?

Silver Oak Securities, Incorporated ranks number 37 in Louisville by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 146.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.