Curtis
Clegg
Silver Oak Securities, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Curtis Clegg is a certified financial planner working out of Louisville, Colorado with 2 years of relevant experience. Clegg is an advisor for Silver Oak Securities, Inc. During their career, the advisor has held roles at Jackson National Life Distributors, Jackson National Life Distributors LLC and Silver Oak Securities, Inc. Clegg maintains a Series 63 license, which qualifies them as a securities agent, and can advise clients in Colorado and Texas. Silver Oak Securities, Inc is an advisory company based in Jackson, TN. The firm has offices in 75 locations and a total of 96 advisors. It controls $1 billion in total assets among its 10,178 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 10,178 customer accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically depend on which services are provided. However, fees charged by Silver Oak Securities, Inc most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Silver Oak Securities, Inc Brokerage Details
$1,092,291,574
96
10,178
$107,319
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Curtis Clegg Work History
Curtis has been registered as a financial advisor for 2 years.*
Silver Oak Securities, Inc
Jackson National Life Distributors LLC
Jackson National Life Distributors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Curtis Clegg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Silver Oak Securities, Inc
Alpharetta, GA
Florence, KY
Burlington, NC
Louisville, KY
Madisonville, LA
Mount Joy, PA
Greenwood, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
