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AG
AG

Anthony Gedwill

Silver Oak Securities, INC.
10 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Silver Oak Securities, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None

Location

403 N. Parkway, Suite 101, Jackson, TN, 38305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Silver Oak Securities, INC.
September 2024 - Present · 1 yr 5 mos
Silver Oak Securities, IncorporatedBroker
February 2024 - Present · 2 yrs
Silver Oak Securities, Incorporated
February 2024 - Present · 2 yrs
Previous Registrations
Sentinus, LLC
December 2022 - May 2023 · 5 mos
Halo Securities, LLCBroker
December 2022 - May 2023 · 5 mos
Alps Distributors, INC.Broker
September 2021 - October 2022 · 1 yr 1 mo
Nuveen Asset Management, LLC
September 2019 - September 2021 · 2 yrs
Nuveen Securities, LLCBroker
September 2019 - September 2021 · 2 yrs
Invesco Advisers, INC.
May 2018 - May 2019 · 1 yr
Invesco Distributors, INC.Broker
April 2018 - May 2019 · 1 yr 1 mo
Guggenheim Funds Distributors, LLCBroker
July 2014 - April 2018 · 3 yrs 9 mos
National Securities CorporationBroker
December 2013 - June 2014 · 6 mos
State Registrations2 states
ILTN
AdvisorBroker
Exams
No exam information available for this advisor.