Ryan
Pitts
Silver Oak Securities, Inc
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About this Advisor
Ryan Pitts is a financial advisor based in Florence, Kentucky, working with Silver Oak Securities, Inc. Ryan has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Friends Of Covington, Insurance Services Of Northern Kentucky, Ryan Pitts-Personal, Nku Alumni Association, Bni, Northern Kentucky Chamber Of Commerce, Cove Fcu, Silver Oak Securities Inc, and Retirement Security Group. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Kentucky and Texas. Currently, Ryan is part of Silver Oak Securities, Inc, which operates out of Florence, Kentucky. The firm has 76 offices and 105 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. 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
Services Offered
Fee Structure
Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,463,326,334
105
10,311
$141,919
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 Pitts Work History
Silver Oak Securities Inc
Retirement Security Group
Northern Kentucky Chamber Of Commerce
Cove Fcu
Nku Alumni Association
Insurance Services Of Northern Kentucky
Bni
Insurance Services Of Northern Kentucky
Ryan Pitts-Personal
Friends Of Covington
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Disclosures
Please visit the SEC profile of Ryan Pitts 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
Beachwood, OH
Brentwood, TN
West Des Moines, IA
Indianapolis, IN
Florence, KY
Chicago, IL
Lexington, KY
Alpharetta, GA
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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