Alex Holliman
Alex Holliman is a registered investment advisor at Silver Oak Securities, INC., based in Columbus, MS, with 20 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
2500 Military Road, Suite 9, Columbus, MS, 39705
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Regulatory History (1)
Employment Separation After Allegations
October 2021Other Business ActivitiesSells Insurance
Alex is an employee of Holliman Group LLC, involved in the insurance business, office management, accounting, scheduling, and maintenance, dedicating full-time hours to this role. Alex is also President of AJH Management LLC, focusing on sales and service related to Medicare Supplements and Fixed Life Insurance, spending about a quarter of their time on this.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Previous Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Addicus Advisory, LLC
LPL Financial LLCBroker
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Ffp Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.