Edwin
Mcknight

Silver Oak Securities, Inc

CRD#1466349
Investment Advisor
in Murfreesboro, TN

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About this Advisor

Edwin Mcknight is a financial advisor based in Murfreesboro, Tennessee, working with Silver Oak Securities, Inc. Edwin has previously held positions at Securities Service Network, Securities America, Inc, Securities America Advisors, Inc, and Silver Oak Securities, Inc. Edwin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Edwin is part of Silver Oak Securities, Inc, which operates out of Murfreesboro, Tennessee. 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

Series 63, Series 65, Chartered Financial Consultant

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

1800 South Rutherford Blvd Suite 202
Murfreesboro, TN 37130

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Silver Oak Securities, Inc Brokerage Details

Total Assets Under Management

$1,463,326,334

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

105

TN Average: 15
Total Number of Accounts

10,311

TN Average: 968
Average Account Size

$141,919

TN 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

Edwin Mcknight Work History

2023 - Present (2 years)

Silver Oak Securities, Inc

2020 - 2023 (3 years)

Securities America, Inc

2020 - 2023 (3 years)

Securities America Advisors, Inc

2012 - 2020 (8 years)

Securities Service Network

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Edwin Mcknight 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

Erik Hoffman
Florence, KY
Jeremy Saham
Beachwood, OH
Samuel Zurcher
West Des Moines, IA
Danny Delgado
Chicago, IL
Aubrey Gibbs
Alpharetta, GA
Alvin Smith
Brentwood, TN
Joanna Habegger
Indianapolis, IN
Michael Ohmstede
Lexington, KY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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