Silver Oak Securities, Inc

Investment Advisor
in Voorhees, NJ

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About this Advisor

Anita Sopenoff is a financial advisor based out of Voorhees, New Jersey who has 1 year of industry experience. Sopenoff currently works for Silver Oak Securities, Inc. Throughout their career, Sopenoff has worked at Anita M Sopenoff Insurance, American General Securities Inc, Sagepoint Financial, Inc, Silver Oak Securities, Inc, Securities America Advisors, Inc and Securities America, Inc. Sopenoff has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Jersey, Pennsylvania and Texas. Silver Oak Securities, Inc is a financial advisory company operating out of Jackson, TN. It has offices in 75 locations and a total of 96 advisors. It administers $1 billion in total assets among its 10,178 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 10,178 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in investable assets. Silver Oak Securities, Inc provides a diverse array 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. Fees for financial management usually are based on which services the firm provides the client. However, fee types charged by Silver Oak Securities, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Voorhees, NJ

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Silver Oak Securities, Inc Brokerage Details

Total Assets Under Management


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


NJ Average: 15
Total Number of Accounts


NJ Average: 968
Average Account Size


NJ 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

Anita Sopenoff Work History

Anita has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Silver Oak Securities, Inc

2004 - Present (20 years)

Anita M Sopenoff Insurance

2019 - 2022 (3 years)

Securities America Advisors, Inc

2019 - 2022 (3 years)

Securities America, Inc

2009 - 2019 (10 years)

Sagepoint Financial, Inc

2007 - 2019 (12 years)

American General Securities Inc

*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.


Please visit the SEC profile of Anita Sopenoff 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

Darin Schmidt
Florence, KY
Ryan Ledden
Alpharetta, GA
Michael Jones
Burlington, NC
Jacob Gardner
Toledo, OH
Danny Delgado
Chicago, IL
Joanna Habegger
Indianapolis, IN
Charles Christian
Madisonville, LA
William Franca
Brentwood, TN

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

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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.

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