William
Franca
Silver Oak Securities, Inc
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About this Advisor
William Franca is a financial advisor based in Brentwood, Tennessee, working with Silver Oak Securities, Inc. William has previously held positions at Vision Asset Management and Silver Oak Securities Inc. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, William is part of Silver Oak Securities, Inc, which operates out of Brentwood, 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
Services Offered
Fee Structure
Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,463,326,334
105
10,311
$141,919
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
William Franca Work History
Silver Oak Securities Inc
Silver Oak Securities Inc
Vision Asset Management
Disclosures
Please visit the SEC profile of William Franca 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
Beachwood, OH
Brentwood, TN
Indianapolis, IN
Florence, KY
Chicago, IL
Alpharetta, GA
West Des Moines, IA
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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