Bryce
Wandell
Silver Oak Securities, Inc
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About this Advisor
Bryce Wandell is a financial advisor who works in Mount Joy, Pennsylvania. Wandell is an employee of Silver Oak Securities, Inc. Over the course of their career, Wandell has held roles at Central Mountain School, Central Mountain High School, Bloomsburg University Of Pa, Crossroads Community Church, Ambassador Advisors LLC, Central Mountain Scchool, T.A. Seeds, T.A Seeds, Curt'S Smokin' Ribs, Curt'S Smokin Ribs, Curt Smokin' Ribs, Bloomsburg University Of Pennsylvania, American Portfolios Financial Services, Inc and Silver Oak Securities. Wandell has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Silver Oak Securities, Inc is a company headquartered in Jackson, TN. The firm has offices in 75 locations and a total of 96 advisors. It controls $1 billion in assets across its 10,178 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 10,178 accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Silver Oak Securities, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types billed by Silver Oak Securities, Inc most likely are comprised of any combination 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
Bryce Wandell Work History
Bryce has been registered as a financial advisor for 0 years.*
Silver Oak Securities
Crossroads Community Church
Ambassador Advisors LLC
American Portfolios Financial Services, Inc
Curt'S Smokin' Ribs
Bloomsburg University Of Pa
Curt Smokin' Ribs
Bloomsburg University Of Pennsylvania
Curt'S Smokin' Ribs
Bloomsburg University Of Pa
Curt'S Smokin Ribs
Bloomsburg University Of Pa
Curt'S Smokin' Ribs
T.A Seeds
Central Mountain High School
T.A. Seeds
Central Mountain High School
Central Mountain High School
Central Mountain School
Central Mountain Scchool
Central Mountain School
*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 Bryce Wandell 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
Alpharetta, GA
Florence, KY
Chicago, IL
Indianapolis, IN
Chandler, AZ
Brentwood, TN
Mount Joy, PA
Madisonville, LA
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.
