Anita
Sopenoff
Silver Oak Securities, Inc
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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
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
Anita Sopenoff Work History
Anita has been registered as a financial advisor for 1 years.*
Silver Oak Securities, Inc
Anita M Sopenoff Insurance
Securities America Advisors, Inc
Securities America, Inc
Sagepoint Financial, Inc
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.
Disclosures
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
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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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