Billy Brown
Billy Brown is a ChFC-designated registered investment advisor at Silver Oak Securities, INC., based in Jackson, TN, with 5 years of industry experience. Billy 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
Jackson, TN
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2023Other Business ActivitiesSells Insurance
Billy operates Brown Financial Services as a DBA, working as a registered representative and multiline insurance agent offering various insurance products, dedicating nearly full-time hours to this. He also works full-time as a Personal Financial Counselor for Magellan Federal, providing financial services at military installations.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, Incorporated
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Horace Mann Investors, 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.