David
Over
Silver Oak Securities, Inc
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About this Advisor
David Over is a financial advisor who works in Mount Joy, Pennsylvania. Over is on the advisory team at Silver Oak Securities, Inc. During their career, the advisor has held roles at Merrill Lynch, Janney Montgomery Scott LLC, Ambassador Advisors, LLC, American Portfolios Financial Services and Silver Oak Securities. Over has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Silver Oak Securities, Inc is an advisory business based out of Jackson, TN. The firm has offices in 75 locations and a total of 96 advisors. It administers $1 billion in assets under management across its 10,178 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 10,178 customer accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business offers 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 depend on which service is offered. Fees charged by Silver Oak Securities, Inc most likely are comprised of any blend 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
David Over Work History
David has been registered as a financial advisor for 0 years.*
Silver Oak Securities
Ambassador Advisors, LLC
American Portfolios Financial Services
Janney Montgomery Scott LLC
Merrill Lynch
*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 David Over 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
Madisonville, LA
Mount Joy, PA
Greenwood, IN
Tigard, OR
Brentwood, TN
Burlington, NC
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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