Gary
Lavallee
Silver Oak Securities, Inc
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About this Advisor
Gary Lavallee is a financial advisor based in East Longmeadow, Massachusetts, working with Silver Oak Securities, Inc. Gary has previously held positions at Field Eddy Insurance, Commonwealth Financial Network, Mjp Associates, Inc, National Planning Corporation, Kovack Securities, Inc, Kovack Advisors, Inc, and Silver Oak Securities, Inc. Gary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Gary is part of Silver Oak Securities, Inc, which operates out of East Longmeadow, Massachusetts. 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
Gary Lavallee Work History
Silver Oak Securities, Inc
Kovack Securities, Inc
Kovack Advisors, Inc
Mjp Associates, Inc
National Planning Corporation
Commonwealth Financial Network
Field Eddy Insurance
Disclosures
Please visit the SEC profile of Gary Lavallee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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