Paul
Tingley
Silver Oak Securities, Inc
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About this Advisor
Paul Tingley is a certified financial planner working out of Martinsville, Indiana with a total of 5 years of industry experience. Tingley is an advisor for Silver Oak Securities, Inc. The advisor has gained experience at Securities Service Network, Ssnai, Silver Oak Securities, Inc and Financial Resource Advisors. Tingley holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Indiana. Silver Oak Securities, Inc is a financial advisory firm operating out of Jackson, TN. The company has offices in 75 locations and a total of 96 financial advisors. It manages $1 billion in assets between its 10,178 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 10,178 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. Silver Oak Securities, Inc offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules usually vary depending on the services provided. Fee types billed by Silver Oak Securities, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Paul Tingley Work History
Paul has been registered as a financial advisor for 5 years.*
Silver Oak Securities, Inc
Financial Resource Advisors
Securities Service Network
Ssnai
*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 Paul Tingley 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
Florence, KY
Alpharetta, GA
Louisville, KY
Brentwood, TN
Toledo, OH
Indianapolis, IN
Chicago, IL
Greenwood, 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.
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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.
