Ryan
Ledden

Silver Oak Securities, Inc

CRD#6063267
Investment Advisor
in Alpharetta, GA

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About this Advisor

Ryan Ledden is a financial advisor based in Alpharetta, Georgia, working with Silver Oak Securities, Inc. Ryan has previously held positions at Resource Horizons Group, L.L.C, Resource Horizons Investment Advisory, Kovack Securities Inc, and Silver Oak Securities Inc. Ryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia, Louisiana, and Texas. Currently, Ryan is part of Silver Oak Securities, Inc, which operates out of Alpharetta, Georgia. The firm has 76 offices and 105 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Silver Oak Securities, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6110 Mcfarland Station Drive Suite 1006
Alpharetta, GA 30004

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Silver Oak Securities, Inc Brokerage Details

Total Assets Under Management

$1,463,326,334

GA Average: $730,596,643
Total Number of Employees

105

GA Average: 15
Total Number of Accounts

10,311

GA Average: 968
Average Account Size

$141,919

GA Average: $754,749

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

Ryan Ledden Work History

2014 - Present (10 years)

Kovack Securities Inc

2014 - Present (10 years)

Silver Oak Securities Inc

2013 - Present (11 years)

Resource Horizons Group, L.L.C

2013 - Present (11 years)

Resource Horizons Investment Advisory

Disclosures

Please visit the SEC profile of Ryan Ledden 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

Aubrey Gibbs
Alpharetta, GA
Danny Delgado
Chicago, IL
Joanna Habegger
Indianapolis, IN
Michael Ohmstede
Lexington, KY
Erik Hoffman
Florence, KY
Jeremy Saham
Beachwood, OH
Alvin Smith
Brentwood, TN
Samuel Zurcher
West Des Moines, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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